How to Use Template and Clause Folders

Folders help you organize templates and clauses by:

• Category - Group by document type (leases, agreements, addendums)
• Department - Separate by team (legal, sales, operations)
• Status - Organize by stage (draft, review, published)
• Region - Sort by location or jurisdiction

Creating Folders

For Templates:

1. Navigate to Templates page from the main menu
2. Click "New Folder" button in the top toolbar
3. Enter folder name (e.g., "Residential Leases")
4. Select parent folder if creating a subfolder (optional)
5. Click "Create" to save the folder

For Clauses:

1. Navigate to Clauses page from the main menu
2. Click "New Folder" button
3. Name your folder (e.g., "Standard Terms")
4. Choose location (root level or inside existing folder)
5. Click "Create" to confirm

Managing Folders

Moving Items to Folders

1. Select templates/clauses using checkboxes
2. Click "Move to Folder" from the bulk actions menu
3. Choose destination folder from the dropdown
4. Click "Move" to relocate items

Renaming Folders

1. Right-click on folder or click the three-dot menu (⋮)
2. Select "Rename"
3. Enter new name
4. Press Enter or click "Save"

Deleting Folders

1. Ensure folder is empty
2. Right-click on folder
3. Select "Delete"
4. Confirm deletion in the popup

Navigating Folders

• Click folder name to view contents
• Use breadcrumbs at the top to navigate back
• Expand/collapse arrows to view subfolder structure
• Search within folder using the search bar

Best Practices

Folder Structure Examples

Templates/
├── Residential/
│   ├── Standard Leases/
│   ├── Short-term Rentals/
│   └── Addendums/
├── Commercial/
│   ├── Office Leases/
│   ├── Retail Leases/
│   └── Industrial/
└── Archived/
    └── 2023/
    

Naming Conventions

• Use clear, descriptive names
• Avoid special characters (/, \, *, ?)
• Keep names under 50 characters
• Use consistent capitalization