AdvoLogix Matter Management

Using Folder Templates

Updated Sep 28, 2021

The Folder Templates are a set of folders that users can generate within the connector. This is a quick way to create a hierarchy of folders in SharePoint®, for any record.

Create a New Folder Template

  1. Navigate to the Folder Templates tab. You can find this tab by going to the apps launcher and searching for the tab with the same name.
  2. Click New.
  3. Provide a Name for your Folder.
  4. Click Save.
  5. View the Folder Template record, if it hasn't already opened automatically.
  6. Under the Sub-Folders related list, click the New action.
    • Add more sub-folders within this folder by repeating the process from Step 2 onwards for each sub-folder.

The AdvoLogix® Connector for SharePoint® and Salesforce® supports nesting of sub-folders up to three levels deep. Even if you are able to add more to the folder template hierarchy, the connector will only be able to generate folders up to three levels deep.

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