Templates

Folder Definition in Card Templates

Folder Definition in Card Templates
Automate how and where your documents are stored.

This advanced capability inside Card Templates defines how new folders are created in corporate document libraries when a new card is made.

Key Features

Automated Folder Creation: Each new card generates its own unique folder.

Dynamic Naming: Folder names are built from card data — e.g., ProjectName_2025_ID1234.

Hierarchical Structure: Create nested folders across multiple library levels.

Integration with Document Templates: Automatically include document templates inside generated folders.

Centralized Location: Define where future folders will be stored directly during setup.

Business Example 

A legal department defines a folder rule:
When a new Contract Review card is created, a folder named “ClientName_ContractID” is automatically generated in the Legal Documents SharePoint library, containing preloaded templates for NDA and Review Summary documents.

Automate how and where your documents are stored.

This advanced capability inside Card Templates defines how new folders are created in corporate document libraries when a new card is made.

Key Features

Automated Folder Creation: Each new card generates its own unique folder.
Dynamic Naming: Folder names are built from card data — e.g., ProjectName_2025_ID1234.
Hierarchical Structure: Create nested folders across multiple library levels.
Integration with Document Templates: Automatically include document templates inside generated folders.
Centralized Location: Define where future folders will be stored directly during setup.

Business Example

A legal department defines a folder rule:
When a new Contract Review card is created, a folder named “ClientName_ContractID” is automatically generated in the Legal Documents SharePoint library, containing preloaded templates for NDA and Review Summary documents.