Skip Navigation LinksTemplates > Template Folders

Upon going into Templates for creating reusable documents, you will notice a section on the left.  It will be empty upon using Templates for the first time.  

  

NOTE: All Templates will go into the default folder if you do not set up any other folders, which is OK if you run a very simple business.  But you may wish to group templates.  An example is a remodeling company who wishes to create a lists of tasks that are used for a kitchen remodeling job that are separate from tasks that are used for a bathroom remodeling job. 

 

You can create a new folder simply by hitting the right mouse button

 

You will then have a New Folder listed that you can rename by hitting the right mouse button again

 

An example of having two folders created for different categories follows

 

You are now ready to add Templates to either the default folder or group folders.