---
title: "Folder Templates"
slug: "foldertemplates"
tags: ["Folder Template Job", "Folder Templates", "location of template folder", "managed folder template"]
updated: 2026-02-02T23:22:02Z
published: 2026-02-02T23:22:02Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.12dsynergy.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Folder Templates

### 1.1. How to Create a Template Folder

We can create Template Folders in 12d Synergy, which aid in structuring folders, files, attributes, and permissions. These template folders must be part of a job; let's say **Job for template folders**. The folders that you want to mark as templates have to be created under this job, and then the location of this job must be saved in the 12d Synergy Administration application. Both these procedures are mentioned below.

> [!NOTE]
> You can also create a managed folder template and use it while creating managed folders.

#### 1.1.1. Creating a Template Folder in a Job in the 12d Synergy Client application

A template folder can be created in the **12d Synergy Client** application under any job. Let's say we have a separate job named **‘Job for template folders’**,****which is only for storing template folders.

1. In the **12d Synergy Client** application, select the job named **Job for template folders** from the tree structure where you want to create a new folder template.
2. Do one of the following:
  - Click the **New Folder** icon button.
  - Right-click the job in the job tree and select the **New > Folder** option. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/newfol.png)

The **Create a Folder** window is displayed.
3. [Create a Folder](https://help.12dsynergy.com/docs/v5foldersoperations#113-create-a-folder).

#### 1.1.2. Saving the Address of the Template Folder in the 12d Synergy Administration application

1. In the **12d Synergy Administration** application, select the **System Settings** tab > **General** tab.
2. Enter the search word “**folder**” in the **Filter** box. All the settings that include the word **folder**are displayed. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/copyoffoldermanagementfoldermanagement.doc-image-6iaklnx7.png)
3. Click in the **Value** column of the **Folder Template Job**setting. The following options are displayed.

![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/chgclr.bmp)

> [!NOTE]
> The above options are not displayed if the **Folder Template Job** setting is being configured for the first time.
4. Select the **Change** option. The **Find a job**window is displayed.
5. Find and browse for the job named ***Job for template folders***(from our example) and click the **Select** button. The path to the selected job is displayed in the **Value** column of the **Folder Template Job** row in the **System Settings** tab in the **12d Synergy Administration** application.
6. Click the **Save** button. The location of the job holding the template folder is set.

### 1.2. How to Use a Template Folder

1. In the **12d Synergy Client** application, a small dropdown arrow is displayed against the **New Folder** icon button after a template folder is created. Click the dropdown arrow and select the **New folder from template** option. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/newtempfol(1).png) The **Create folder from template** window with the job that holds the template folder is displayed in a tree structure. ![](https://cdn.document360.io/36833d89-59e3-46a5-b491-e9aa1b524a85/Images/Documentation/createfol.png)
2. In the **Folder name** box, enter the name of the new folder you are creating.
3. Select the template folder from the tree structure from which you want to create a new folder and click the **Create** button.

> [!NOTE]
> If any attributes are set for the template folder, then the **Attributes Required** window is displayed. Enter the values for these required attributes and click the **Set** button.

The new folder is created from the selected template folder. The files, attributes, and permissions of the template folder are copied to the new folder.
