Edit Folder Templates
Written by Avery Simmons
Updated at September 1st, 2021
Table of Contents
1. Click Templates on the global navigation bar.2. Choose Folder on the slide-in menu.3. Click the Edit icon in-line with a created folder template.4. When finished, click Save changes.Folder templates can be edited at any time. Edited folder templates will not update any pre-existing folder templates that have already been applied to a client(s).
License/permissions:
- License: Admin
- Permissions: Practice Management
1. Click Templates on the global navigation bar.
- A new panel will slide in from the left.
2. Choose Folder on the slide-in menu.
3. Click the Edit icon in-line with a created folder template.
- Update any applicable fields in the template.
- Click the Add a Folder icon in-line with an existing folder name to add a new subfolder.
- For more information on adding folders, review the Create Folder template
4. When finished, click Save changes.
