Give every building the same folders

Set up folder templates in Settings so every building starts with the same folders, contacts and PDF notices.

Organization ownerOrganization admin

Signed-in users can also find this guide, with screenshots, under Help in the app.

Folder templates under Settings decide which folders a new building starts with. You can also push a template to every building at once.

  1. Open Settings in the left menu and scroll to Building folders.

  2. Select New folder, or Edit on an existing template.

  3. Enter a Name, choose Who can see it and add an optional Description.

  4. Under Starts with, use Add a contact or Add a notice or PDF to add the entries every building should get. Then select Save.

  5. To add the folder to buildings that do not have it yet, select Add to all buildings.