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Applicable Roles/Permissions/Licenses

Once a folder template has been created and saved in Account Settings, you can apply it to contacts from the Contacts Dashboard.

Apply a Folder Template

1. Click Contacts on the left-side navigation bar and then select Contact List.

2. Check the checkbox in line with each contact you wish to include when applying the folder template.

3. Click the Add Folder Templates icon.

4. Select a folder template from the Folder Templates window.

• Verify the folder template you are applying is correct, as this action cannot be undone.
• Once the template has been applied, you will have to go through each contact individually to remove any applied folders.

5. Click Apply.

You will receive a notification when the folder templates have been applied.

Apply Folder Templates From a Contact Profile

Folder Templates can also be applied to an individual contact from the contact's profile. To get started, select a Contact.

1. Choose the Files tab.

2. Click on the Add folder templates icon in the Files modal.

3. Select the desired template by checking the inline checkbox.

4. Click Apply.

The folder template will be added to the contact's files modal.