How to Organize Templates into Folders

Last Updated: Jul 31, 20262 min read

Ten templates fit on one screen. Fifty don't. Folders keep a growing template library findable for everyone on the team.

Making Folders

1. In Templates, click New Folder and name it after a process or team: "HR Onboarding", "Sales Contracts", "Vendor Agreements".

2. Drag templates into the folder, or use each template's menu → Move to folder.

3. Click a folder to see only its contents; use search to cut across all folders.

• One folder per process, not per person; people change, processes stay.

• Name templates as document + audience: "NDA: Mutual (US)", "Offer Letter: Engineering".

• Archive retired templates into an "Archive" folder rather than deleting; history stays intact.

Note: Template folders are available on the Standard plan and above.

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