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Move templates to folders

Learn how to move templates to folders via the web app.

Why use template folders?

We understand that when you have a lot of templates, it can be time-consuming to search for the right one every time you need to conduct an inspection. With template folders, you can categorize your templates for easy access, either by your frequency of usage or the type of work you're doing.

An example of template folders on the web app.

Once a template is moved to a folder, it won't be visible on the template list anymore. However, you can still search for the template using the search bar and filters.

Move a template to a folder

  1. Log in to the web app.

  2. Select Templates from the menu on the left-hand side.

  3. Click image on the template's right-hand side and select Folder iconMove to folder. Move a template to a folder via the web app.

  4. In the pop-up window, click the "Select folder" dropdown menu.

  5. Select the folder you want to move the template to or click Plus iconCreate folder to create a new one.

  6. Click Move to folder or Create folder.

Move multiple templates to a folder

  1. Log in to the web app.

  2. Select Templates from the menu on the left-hand side.

  3. Select the templates you want to move by checking the box on each template's left-hand side. You can narrow down the list using the search box or by clicking Plus iconAdd filter and selecting filter options. Move multiple templates to a folder via the web app.

  4. Click Folder iconMove to folder

  5. In the pop-up window, click the "Select folder" dropdown menu.

  6. Select the folder you want to move the template to or click Plus iconCreate folder to create a new one.

  7. Click Move to folder or Create folder.

Limitations

  • Each organization can only have up to 1,000 folders.

  • Each folder can only have up to 1,000 templates.

  • Each template can only be in one folder. If a template is already in a folder, moving it to a new one will remove it from its current folder.

  • Templates that have been shared with you externally can't be moved to folders.

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