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Folder templates can be edited at any time. Edited folder templates will not update any pre-existing folder templates that have already been applied to a client(s).

Edit Folder Templates

1. Click Templates on the global navigation bar and then select Folder.

2. Click the Edit icon in line with a created folder template.

• Update any applicable fields in the template.
• Click the Add a Folder icon in line with an existing folder name to add a new subfolder.
  • For more information on adding folders, review the Create Folder Template article.

4. When finished, click Save changes.