Document Template Folders help you keep your templates organized by allowing you to create folders, rename them, move templates, and quickly search for the ones you need. This guide will walk you through how to use them effectively.
Creating a Folder
Log in to your Blueink account.
Go to the Document Templates section.
Click the + sign in the folders panel.
Type in a name for the folder.
Select Submit.
💡 Tip: Choose folder names that make sense for your workflow, such as “HR Documents” or “Sales Contracts.”
Renaming a Folder
Find the folder you want to rename.
Click the three dots (⋮) next to the folder name.
Select Rename.
Enter the new name and click Submit.
Moving Templates Between Folders
Open the Document Templates section.
Select the template or templates you want to move.
Click Move To Another Folder.
Pick the destination folder and click Submit.
Searching for a Template
Use the search bar at the top of the Templates page.
Type a keyword or part of the template name.
Matching templates will appear along with the folders they’re stored in.
Tips for Staying Organized
Use consistent naming for your folders.
Regularly clean up old or unused templates.
Keep only the approved, most up-to-date versions in your folders.
Need more help? Contact us directly here and our team will be happy to assist you!