Organizing Documents into Folders

Organizing Documents into Folders

To organize document templates into folders, navigate to the design area and click on "Settings" in the left panel. From there, select "Files" and then "Save to folder". A list of existing folders will be displayed, and you can choose the appropriate folder to save the document template to.


If you need to create additional folders or subfolders, simply go to the "Folders" section in the left panel and select "Create new folder" or "Move into another folder and create a subfolder". Any document templates added to these folders will be visible in the folders menu on the left panel for easy access.


The content of the folder visible to the logged in user will be limited to the team-specific items only.


VIDEO DEMO 


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