EFC Online - How to Apply a Template

Last Updated: Feb 26, 2018 01:40PM MST
To apply a template to a drawer or folder in eFileCabinet Online, follow these steps:

1. Right click on the drawer or folder you wish to apply a template to.

2. Select Apply Template.



3. Expand the template libraries until you find the template you wish to apply, then select it, and select Apply.


The template will then apply to the selected directory.

You may also mass apply a template to all the drawers in a cabinet by performing the following steps:
1. Right click on the cabinet containing the drawers you wish to mass apply the template to.

2. Select Mass Apply Template.



3. Expand the template libraries until you find the template you wish to apply, then select it, and select Apply.


The template will apply en masse to each drawer contained in the selected cabinet.
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