Organizing Documents into Folders

Organizing Documents into Folders

Folders serve as a space where each team / user can store their Document designs in distinct folders and arrange them systematically.

For creating a folder, follow these steps: 
1. Navigate to the Folders option located in the left-hand side menu and click on it.



2. At the bottom, locate the Create Folder button and proceed to click on it.



3. It will open a dialog box where you can assign a name to your folder and choose the team under which the folder should be displayed.



4. You also have the option to add subfolders under the created folder according to your preferences.



Saving your templates to the Folder:
1. Navigate to the Folders option located in the left-hand side menu and click on it. 


2. Choose the folder where you want to save the template, then select the option labeled "Save to this Folder" inside it.

3. Your template will now be saved in the folder you selected. 


4. Similarly, once your template is added to the folder, you can remove it by clicking the three-dot menu on the template.


VIDEO DEMO:


    • Related Articles

    • Organizing Email Templates into folders

      Folders serve as a space where each team / user can store their Email designs in distinct folders and arrange them systematically. For creating a folder, follow these steps: 1. Navigate to the Folders option located in the left-hand side menu and ...
    • Downloading a Personalized Document

      Users can download a personalized document from the design area by clicking on the "Preview & Download" button located at the top. This action will take them to the Preview and Download section, which can also be accessed via the left-hand side menu. ...
    • Search Document Templates

      SEARCH DOCUMENTS To search for the list of document templates in the system, follow the steps below: 1. Go to the "Design System" section from the main menu. 2. Click on "Documents". 3. On the documents page, you can see the list of all the templates ...
    • Delete Document Templates

      To delete a document template, follow these steps: 1. Go to the Documents page. 2. Hover over the document template you wish to delete. 3. Click on the three-dotted icon located in the top-right corner of the template. 4. Select the "Delete" option ...
    • Reusing Content and Design in the Document Templates

      WHAT ARE REUSABLES? Reusable elements are components within a document that can include text, images, and various design elements, designed for repeated use. Once a particular design section is created, it can be saved for future use in different ...