Enable Template Grouping into Folders

This page explains how to enable template grouping, create template folders, and verify that the folders are available for document templates.

1. Go to Setup → Custom Settings.

2. Open DocGen & eSign Configuration.

3. Click Manage → New.

4. Create a new setting with the following details:

   • Name: Enable_Template_Grouping

   • Value: true

5. Click Save.

1. Go to Setup → Object Manager.

2. Search for and select Document Template.

3. Navigate to Fields & Relationships.

4. Open the Template Category/Folder field.

5. Scroll to the Values section and click New.

6. Add the required folder names, for example:

   • Loan

   • Rental

7. Optionally, deactivate any outdated or unused folders.

1. Navigate to Document Templates.

2. Open an existing template or create a new template.

3. Locate the Template Category/Folder field.

4. Verify that the newly created folders, such as Loan and Rental, are available for selection.