How to Organize Templates into Folders

Ten templates fit on one screen. Fifty don't. Folders keep a growing template library findable for everyone on the team. Templates you import from the Template Library land at the top level of My templates, so file them as they arrive. 

Making Folders 

1.  In Templates, click New Folder and name it after a process or team: "HR Onboarding", "Sales Contracts", "Vendor Agreements". 

2.  Drag templates into the folder, or use each template's menu → Move to folder. 

3.  Click a folder to see only its contents; use search to cut across all folders. 

A Naming System That Scales 

•  One folder per process, not per person; people change, processes stay. 

•  Name templates as document + audience: "NDA: Mutual (US)", "Offer Letter: Engineering". 

•  Archive retired templates into an "Archive" folder rather than deleting; history stays intact. 

Note: Template folders are available on the Standard plan and above.