EONS 3: Getting Started with the Folders Module

Getting Started with the Folders Module

Organize your templates into folders and subfolders so your team can find what they need, fast.

Folders Organize, Templates Live Inside Them

A folder itself doesn't hold content — it's a container. Every message, whether SMS, Email, Voice, TTY, Inbound, or Custom, is still built and saved as a template. Folders just determine where that template lives so it's easy to find later.

Overview

The Folders module gives you a structured place to organize every template your team builds. Root Folders sit at the top level, and each one can hold subfolders to further separate campaigns, projects, or seasons — for example, keeping an outage folder separate from a billing folder. Every folder also shows a list of the templates saved directly inside it, so you can browse, search, preview, clone, or delete a template without ever leaving the Folders view.

📁 ROOT FOLDERS

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SUBFOLDERS Optional, nested inside

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📄 TEMPLATES SMS, Email, Voice, TTY, Inbound, Custom

Step-by-Step Guide

1	Open the Folders module From the left-hand navigation menu, select Folders. You'll land on Root Folders, showing every top-level folder your team has created, along with a search bar and a Create Folder button in the top-right corner.

2	Create a new folder Select Create Folder, enter a name in the dialog that appears, and select Save Folder. Use clear, descriptive names — like a project name, campaign type, or date range — so the folder is easy to recognize later.

3

Open a folder to see what's inside Click any folder tile to open it. The breadcrumb at the top (for example, ROOT FOLDERS / Your Folder Name) shows exactly where you are, and a Back button returns you to the previous level. If the folder has no subfolders, you'll see a "No Sub-folders found!" message — that's expected for folders used only to store templates directly.

4

Browse or search templates inside a folder
Every folder view includes a "List of templates under folder" section. Use Search by template name to filter quickly, or sort by the Created At column to find the most recent additions.

ICON	WHAT IT DOES
👁 View	Opens the template in the editor
📋 Clone	Duplicates the template so you can edit a copy
🗑 Delete	Permanently removes the template

5

Open a template from within a folder Click a template name to jump straight into the editor. From here you can update the Template Name, set the Visibility Level (Only Me, My Division, or My Company), and switch between message types — SMS, Email, Voice, TTY, Inbound, or Custom — using the checkboxes on the left of each section. For detailed instructions on building these messages, please refer to our How to Create a Template guide. You will use the exact same methods here.

6

Save, clone, or delete your changes Once your edits are ready, select Update to save, Update as Draft to save without publishing, Clone to create a copy, or Delete to remove the template entirely. A green checkmark next to the Visibility Level confirms your permission settings were saved successfully.

Need More Help?

If you need further assistance adjusting administrative settings or managing user permissions, our support team is ready to help.

• Contact Support Submit a ticket for personalized help.
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