When applying a folder template to workspaces, you will be prompted to confirm your selection.
Keep in mind the following regarding CLIENT workspaces before proceeding:
- New folders will be created in the selected workspaces.
- Editing a template (renaming, removing, or reordering folders) will not automatically reflect on the workspaces already applied.
- If you wish to delete any folders created through a template, you will have to go to each individual workspace to delete the folders.
- If you wish to add folders to the affected workspaces at a later date (such as adding a folder with a future year in the title), it is best to make a separate template containing just those new folders.
- If you wish to add subfolders at a later date, you cannot add them through folder templates.
Keep in mind the following regarding ROOT workspaces before proceeding:
- New folders will be created in the root workspace of each client linked to the root workspace.
- Adding new clients to the root workspace will also create new folders according to the folder template.
- Deleting a folder template from a root workspace will not delete folders in client workspaces linked to the root workspace.
- Editing a folder template will not affect clients already linked to the root workspace.
- If you wish to add folders to the client workspaces linked to the root workspace at a later date, you can make a separate template containing just those new folders and apply it to the root workspace.
- If you wish to add subfolders at a later date, you cannot add them through folder templates.
- You can link multiple folder templates to a root workspace.