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.