4- What is a Folder Template in MOJO Document Management Control?

What is a Folder Template in MOJO Document Management Control?

Introduction

A folder template in MOJO Document Management Control is a pre-defined set of indexes that can be used to add extra information to documents uploaded to the system. The indexes can be of different data types, such as text, boolean, list, date, and time. This allows users to easily and consistently add metadata to their documents, which can be used for searching, sorting, and filtering.

Folder templates can be assigned to folders in the folder tree. This means that all documents uploaded to a folder with a specific template will automatically have the indexes from that template added to them.

Create a folder template

To create a folder template, you will need to:

1. Go to the Folder Templates page.
2. Click the Create Template button.
3. Give the template a name and description.
4. Add the desired indexes to the template.
5. Click the Save button.

Once you have created a folder template, you can assign it to a folder by:

1. Going to the Folders page.
2. Click the Edit button for the folder you want to assign the template to.
3. Click the Folder Templates tab.
4. Select the desired template from the list.
5. Click the Save button.

Importance of Folder Templates

Folder templates can be a valuable tool for organizing and managing your documents. By using folder templates, you can ensure that your documents are consistently indexed with the information you need, making them easier to find and use.

Here are some of the benefits of using folder templates in MOJO Document Management Control:

• Increased consistency in document metadata: Folder templates can help to ensure that all documents in a particular folder have the same set of metadata. This makes it easier to find and use the documents, and it can also help to improve compliance with regulations.
• Improved searchability: Folder templates can make it easier to find documents by adding relevant keywords and metadata to the documents. This can be especially helpful for large or complex document repositories.
• Enhanced document management: Folder templates can help streamline the document management process by providing a standardized way to add metadata to documents. This can save time and improve efficiency.

If you are using MOJO Document Management Control, I encourage you to take advantage of folder templates. They can be a valuable tool for organizing and managing your documents.

Additional tips for using folder templates

Here are some additional tips for using folder templates in MOJO Document Management Control:

• Use descriptive names for your folder templates. This will make it easier to find the templates you need.
• Keep your folder templates up to date. As your needs change, you may need to add or remove indexes from your templates.
• Share your folder templates with other users. This can help to ensure that everyone is using the same standards for document metadata.