Keeping your templates tidy just got easier. You can now create folders to group related templates together, so everything stays organized and easy to find as your library grows. This guide walks you through creating folders, adding templates to them, moving templates between folders, and removing templates from a folder.
| 💡Note: Folders are available for all template types except Confirmations, Library, and Signature templates. |
Create a folder
To get started, visit Templates → Emails (or any other supported template type). In the top right-hand corner, click New folder, give your folder a name, and click Add.
Add a template to a folder
There are two ways to add templates to a folder.
To create a new template inside a folder, open the folder, then click Add template in the top right-hand corner (or the Add template button in the center of the page if the folder is empty). Your new template will be saved directly to that folder.
To move an existing template into a folder, find the template you'd like to move, click the "..." menu next to it, and select Move to folder. In the Move to Folder window, choose your folder from the Select folder dropdown and click Move. Your template will now appear inside the folder you selected.
Remove a template from a folder
To take a template out of a folder, open the folder and click the "..." menu next to the template, then select Remove from folder. The template will return to your main template list.
| 💡Note: Deleting a folder will not delete the templates inside it. Any templates in the folder will move back to your main template list. |
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