Folder templates help you navigate a folder's contents by doing the following:
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Filtering the view of folder contents when you open the folder. A template can be configured to display documents in a certain order by Document Type, or to display only documents of a certain Document Type by default.
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Providing a visual indicator of documents missing from the folder. For example, if a Patient Information folder is supposed to contain the patient's Driver's License, a folder template may display an error message if the Driver's License Document Type is missing from the folder.
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Identifying whether documents are missing certain Keyword Values, which may have been unavailable when the documents were indexed.
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Sorting documents so they are displayed in a consistent sequence.
To apply or remove a template:
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Right-click anywhere within the Document List pane and select Template.
The Apply Template dialog box is displayed.
