Folder management for reply templates

Audience:

person

•

Version: 10.5

Some tooltip text!

• 2 minutes to read

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You can organize reply templates in a folder structure you create yourself, to give them a logical structure and make it easy for others to find information. You can create sub-folders in all folders, and you can place the appropriate reply templates in each of these folders. Find out more below about how to work with the folder structure.

Create folders

To create a new folder:

1. Go to the parent folder where you want to create a subfolder.
2. Click New folder at the top of the screen.
3. Confirm the parent folder in the Folder field or select a different one.
4. Enter a descriptive name for the folder in the Name field.
5. Optionally, add a brief explanation in the Description field
6. Click OK to create the folder.

You are now ready to add reply templates to the new folder.

Delete folders

Before you delete a reply template folder, you must remove all the entries in it. You do this in one of the following ways:

• You can delete the reply templates.
• You can move a reply template to another folder by changing the content of the Folder field when you edit a reply template.

When you are ready to delete the folder itself:

1. Go to the required folder.
2. Click the Edit folder button.
3. Click Delete. The folder is deleted immediately.