Editing Portal Folder Templates

Use the procedure below to make changes to existing folder templates. For more information folder templates, see Creating Portal Folder Templates or Portal Folder Templates Overview.

1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.
2. Click Portal > Folder Template on the navigation panel.
3. Select the folder you want to edit from the grid.
4. Click Edit on the button bar.
5. Do any of the following as needed in the Collaboration Folder Template window:
   • Rename the folder template. Click into the Name box, and edit the name as needed.
   • Add a folder. Select the folder that will hold the new folder. Then, click New Folder. Enter a name for the folder, and then press Tab on your keyboard.

     Note: You can have up to three levels of folders in a folder template.

   • Rename a folder. Select the folder you want to rename, and then click Rename Folder. Enter a new name for the folder, and then press Tab on your keyboard.
   • Delete a folder. Select the folder you want to delete, and then click Delete Folder to remove it. Click Yes to confirm the deletion.
   • Change the order of folders. Select a folder that you want to move, and then click Move Up or Move Down to change the position of the folder in the template. When a folder containing other folders is moved, the sub-folders within it are moved as well. You can move a folder up or down in the same level in which it is located, but not to another level.
6. Click OK.