Template Folders
Overview
Template Folders in RedFlag help organize message templates into categories for easier management and quicker access during emergencies.
Folders can be used to separate templates by department, scenario type, or communication purpose.
Examples include:
- Weather Templates
- Safety Templates
- HR Templates
Access Template Folders
Navigate to:Messages > Templates
The folder navigation panel is located on the left side of the page.
Default Folder Views
At the top of the folder panel, RedFlag includes quick-access views:
- All Templates
- Favorites
- Templates Not in a Folder
These views help quickly locate templates across your location.
Create a Folder
To create a new folder:
- Click New Folder at the top of the folder panel
- Enter the folder name
- Save the folder
Folders support one layer of subfolders for additional organization.
Use Subfolders
Folders can contain one level of nested subfolders.
Example structure:
- Safety Templates
- Fire
- Severe Weather
- Medical Emergencies
Folders containing subfolders display an expand arrow that can be clicked to show nested folders.
Manage Folder Settings
Each folder includes a three-dot menu with additional management options.
Available actions include:
- Set User Access permissions
- Rename Folder
- Apply Folder Color
- Delete Folder
Configure User Access
Folder permissions allow you to control which admins and editors can access templates within a folder.
🛡️ Note: User Access settings apply to all templates contained within that folder.
Color Code Folders
Folders can be color coded to help visually organize templates.
This can help separate:
- Departments
- Emergency categories
- Approval groups
- Communication types
Move Templates Between Folders
To move templates:
- Select the checkbox next to the template
- Click Add to Folder
- Choose an existing folder or create a new one
Filter Templates by Folder
Clicking on a folder filters the template grid to only display templates within that folder and its subfolders.