How to assign a Folder Structure Template to a new vault?

Modified on: Thu, 31 Oct, 2024 at 3:34 PM


To assign a predefined folder structure follow these steps while creating a vault:


1. Go to Vault List

The location where you see all the vaults under your system. 

2. Click "Add New Vault"

Located on the top right hand corner.

3. Fill out the required information and select the arrow on "Taxonomy Template"

The system will display the list of the taxonomy template (folder structure) you already 

created under Template Management. Pick the Template you would like this vault to have access to.

4. Click Save

For more steps and information about how to create a vault you can check this article.


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