Templates
Organize templates and folders
Create nested folders, move and clone templates, and archive inactive workflows.
Template owners7 minutes
Before you begin
- Template management permission
What you will complete
- A template library organized around clear ownership and use
Choose a folder structure
Organize by business process or owning team rather than file type. Keep names stable so senders can find the correct workflow.
Manage folders and templates
- Use New folder to create a folder at the current level.
- Rename folders when the business process changes.
- Move templates from the card action menu.
- Clone a template before changing it for a different team or use case.
- Archive inactive templates and restore them when needed.
Delete carefully
Folder deletion can move templates back to the default location or remove them, depending on the selected option. Review the confirmation dialog and retain records required by policy.