Folio Templates are found in the Administration section by clicking on the Gear wheel icon. Click on Folio Templates in the admin screen and you will see a list of the existing templates in your instance.
To create a new template, click on Create Folio Template.You can then either:
- Select a Folio Template from our Template library.
- Create your own Folio Template.
- Import a template
If the Folio template is very similar to another template you have already created, then another way of creating your template is to click on the Template that is most similar to the one you would like to create and click on Copy to copy the template.
Fields can be modified, removed and added to the template. You can also make fields hidden, optional or mandatory at the different stages of the Folio workflow by using the Visibility.
Use this article for how to set up stages and workflow for your new template
Remember each Folio template can differ in how many stages they have – so some may only have one, while others have three.
Tip: It is easier to start with one of our standard templates and remove fields rather than starting afresh.