How to Organize Templates into Folders

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

Steps 

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. 

A Naming System That Scales 

•  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.