Organize Your Templates

Use folders to organize your templates

In This Article

Before We Begin Organize Templates Create Folders Create Subfolders Organize Your Templates

Organize your templates with folders to keep things streamlined. For example, if you manage multiple brands or sales channels you may have several templates, one set for each brand. Organizing your templates into folders for each brand saves time when locating or editing a particular brand's templates.

In this article, we will walk through creating template folders, subfolders, and moving templates into them.

Before We Begin

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Organize Templates

REAL WORLD EXAMPLE

We fulfill orders for two brands and have begun creating branded invoices and email templates for each brand. We'd like to organize our customized templates into folders by brand, then in subfolders for invoices, emails, and so on.

Create Folders

First, let's create the folder structure for our templates. We will move the templates into these folders in the next section.

Procedure: Settings > Account Settings

Go to Settings.
Select Account Settings.

Select Templates.

A list of your available templates is shown. For this example, we will create two new filters, one for each brand.
Select the Folder in the Templates list where you would like the new folder you are about to create to live.

In this example, we selected the main Templates folder so the new one appears in the top-level list.
However, you can also create it inside the Emails, Invoices, or Labels folder if you'd prefer.
Click New Folder.
Enter a name for your folder. Then, click Create Folder.
In this example, we entered the name of one of our two brands. However, you can, of course, name the folder whatever works best for you.

The folder is created and is shown in the Templates list.
Repeat the above steps to create as many folders as you need.

Create Subfolders

Next, let's create subfolders within each of the two brand folders to hold different types of templates. In this example, we will create subfolders for email and invoice templates inside of our two new folders.

Select the folder in which you'd like to create the new subfolder.
Click New Folder.
Enter a name for your subfolder. Then, click Create Folder.

The new subfolder is created in the folder you selected.
Repeat the steps in this section to create as many subfolders as you need.