Docupilot
HomeLoginSignup
  • Docupilot Help Documentation
  • Getting Started
  • Building Templates
    • Tokens (Merge Field)
    • Document Builder
    • AI-Powered Template Builder
    • Word Document (DOCX) & PowerPoint (PPTX)
    • Excel (XLSX)
    • Fillable PDF
    • Template Preferences
    • Formatting Your Data
    • Numerical Calculations
    • Advanced usage
  • Test your document template
  • Deliveries
    • Email
    • Webhook
    • Dropbox
    • Google Drive
    • One Drive
    • DropboxSign (formerly Hellosign)
    • DocuSign
    • SignNow
    • Xodo sign (formerly Eversign)
    • Signable
    • Yousign
    • Amazon S3
    • Azure Blob Delivery
    • SFTP
    • Box Drive
  • Create document
    • Data Capture Form
    • API & Webhook Integration
    • Bulk Create
    • Integrate with Zapier
    • Integrate with Make
    • Integrate with Zoho Flow
    • Integrate with Integrately
  • Integrations
    • Google Forms
    • Google Sheets
    • Airtable Extension
    • Microsoft Word Add-In
  • Collaborating with multiple users
    • Invite users
    • Manage & delete users
  • Reports
  • Settings
    • Workspace
    • API Settings
    • Manage Subscription
    • Linked Accounts
  • Folders & Templates management
    • Manage Folders
    • Manage Templates
    • Share Templates & Folders
  • Profile & Account Security
  • Frequently Asked Questions (FAQs)
  • Developers
    • API Overview
    • Templates API
    • Folders API
  • Updates
    • Scheduled Downtime Notification
Powered by GitBook
On this page
  • Create a New folder
  • Rename a Folder
  • Delate a Folder

Was this helpful?

  1. Folders & Templates management

Manage Folders

PreviousFolders & Templates managementNextManage Templates

Last updated 28 days ago

Was this helpful?

Create a New folder

To create a new folder,

  1. Navigate to Templates list page.

  2. In the folder section, click the "+" button.

  3. In the "New Folder" popup, enter your desired folder name.

  4. Click "Save" to create the new folder.

Rename a Folder

To rename a folder, click the ⋯ (ellipsis) button on the folder, select Edit, enter the new name in the pop-up, and click Save.

Delate a Folder

To delete a Folder, first, click the ⋯ ellipsis button situated beside the folder name you wish to delete. Then, click "Delete" button from the popup.

Create a new folder
Rename a Folder
Delete a folder