How to view available folders when creating a document template?

If you need to assign a folder when creating a document template, you can now directly see which ones already exist on your platform, how many collaborators each has, and whether you are creating a new one or reusing an existing one. This will help you keep your folder structure organized and avoid duplication errors.

📝 Detailed steps

On the web platform:

To assign an existing folder or create a new one:

1. Access the admin menu.
2. Go to theDocuments and Signaturemodule.
3. Click on theTemplatestab.
4. Create a new template or edit an existing one.
5. In theFolderfield, start typing the name.
6. A list will appear with existing folders that match.
7. View:
   • If the folderalready exists, it will appear in the list with details on how many files that folder contains.
   • If you arecreating a new one, it will indicate that it is a new folder.
8. Select the correct folder or confirm the creation of a new one.
9. Save the template settings.

⚠️ Important considerations

• The list only shows folders in theroot folder(not subfolders).
• Folders must be written identically to be recognized as the same.
• The folder view functionality is only available whencreating or editing templates, not in other parts of the module.

✅ Expected result

You will be able to clearly tell if you are creating a new folder or using an existing one, avoiding duplicates due to typos. This improves the organization of your documents and makes long-term management easier.