Support Center

How Do I Use Template Folders?

fileIT builds a folder structure for you by linking your Salesforce records to Dropbox folders. The folders fileIT creates are empty. But what if you wanted the folder to contain a structure of its own. For example you may want every Account folder to have the sub folders Management, Proposals and Requirements.

The template folder feature can set up a sub folder structure automatically for you.

  1. Go to Dropbox and Login using the same account you used to setup fileIT.
    1. If you are unsure which account is connected navigate to the fileIT Options tab and at the top under Dropbox Connection Settings it tells you who you are Connected As.
  2. Open the Salesforce Documents folder.
  3. Open the object folder you wish to work with, for example Accounts.
  4. Create a new folder and name it 'template'.
  5. Create the structure you want by adding files and folders into the template folder.
  6. In Salesforce navigate to the fileIT options tab.
  7. Scroll down to Object based settings and click Edit.
  8. In Object Based Settings
    1. Check Enable Template next the object you want to work with, for example we are working with Account.
    2. Click Save

Please remember template folders are not retrospective.

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