How to assign Taxonomy/Folder Template to a new client vault?

Modified on: Tue, 30 Aug, 2022 at 4:52 PM

To assign a predefined folder structure (Taxonomy Template) follow these steps while creating a vault:

1. Go to the Client tab

The first section on your main menu, where you see all your vaults. 

2. Click "Add New"

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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