Create a file/folder structure template

Overview: folder structure template

Folder structure templates in Template Center let you define a standard folder hierarchy and reuse it when creating projects, which is used when you want consistent documentation layout across projects.

Your role must be company Admin or Manager (Moderator for create/edit in the permission matrix below).
You can find the menu at Template Center - Folder structure - Add template.
This creates a reusable folder layout. The template stores folders only, not files.

Only users with the company role Admin or Manager can create folder structure templates.

How to create a folder structure template

Go to Template Center.
Open Folder structure.
Click Add template.
Enter a template name.
Build the folder structure.

Create the template

Screenshot: Template Center folder structure - Add template and name

Set up the folder structure

Screenshot: Folder structure editor for a template

Results: folder structure templates

Action	Company User	Company Moderator	Company Admin
View folder templates	Yes	Yes	Yes
Create or edit folder templates	No	Yes	Yes
Apply template to project	Yes	Yes	Yes

Troubleshooting: folder structure templates

Problem	Cause	Solution
Cannot click Add template	Company role is below Manager or Moderator	Ask a company Admin to raise your role or create the template
Folder structure does not appear in a project	Template not applied to the project	Open project settings and select the correct folder structure template
Accidentally deleted a folder in the template	Template editor has no undo	Re-create the folder in the template editor and save

Updated on: 07/26/2026

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