Site Templates

Yes, templates are designed to support team collaboration. Multiple team members can work within the same folder structure simultaneously, with permission management ensuring appropriate access levels and audit trails tracking all document activities.

Yes, all templates are fully customizable. You can add, remove, or rename folders to match your specific organizational needs. Templates serve as a starting point that you can adapt and personalize for your unique document management requirements.

Absolutely. Templates include comprehensive customization options for folder names, hierarchies, and additional folders. You can completely adapt a template's structure while maintaining its logical organization and document management best practices.

Consider your industry, transaction type, and organizational needs when selecting a template. Browse templates by category to find ones that match your specific use case. Each template includes detailed descriptions showing the folder structure and document types it's designed to organize.

Applying a template is typically very quick - most templates can be applied in just a few minutes. The system automatically creates the folder structure, and you can then begin uploading documents immediately. More complex customizations may take additional time.

Site templates provide pre-built folder hierarchies specifically designed for different business scenarios. They ensure consistent document organization across projects, making it easier for team members to find and manage files while maintaining compliance with industry standards.