Template Tab: New Folder or Sub-Folder

Folders are a great way to arrange and organize your information.

1. To create a New Template Folder select the New Folder button.  

(If you want to create a sub-folder, select the lower portion of the button.)

2. The Form folder option allows you to enter a folder name. 

3. When done, click the OK button to continue; you have created a new folder for your use.

4. The Advanced folder option allows you to enter, set, and update more options. 

5. Select the Advanced button to open the Properties window.

• Other - Other folder properties grouped together for easy reference.
• Icon - This is the Icon used to display the folder.
• Item - Properties related to the folder.
• Name - This is the descriptive name for the folder.
• Type - Type of folder.
• Audit Trail - Properties related to when the folder was created and when it has been updated.
• Created By - Who created the folder.
• Time Stamp - Date and Time the folder was updated.
• Padlock - Allows you to lock and unlock the contents of that row.  Clicking in the lock toggles between lock and unlock.
• Light bulb - Indicated if the row is visible or not.
• Yellow Bulb -  Row Visible.
• Gray Bulb -  Row will be invisible.

6. When done, click the OK button to continue; you have now created a new folder for your use.