Getting started with Google Drive folder templates

Quickly get set up with your first folder template and start building repeatable folders today.

1. Connect to Google Drive

FolderPal dashboard with the Connections card and a Connect button for Google Drive.

Grant access to the Drive scope so FolderPal can read your folders and create new files.

Google account access screen granting FolderPal the Drive permissions it needs.

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Google unverified-app warning shown while FolderPal completes verification.

2. Create a new Template

The New template page where you start building a folder template.

3. Set Destination Folder

Set a default destination folder for your template. This is the folder where all folders generated with this template will sit under.

Choosing the Google Drive destination folder for the template.

4. Add Merge Fields & Sharing Permissions

Add merge fields and default sharing permissions to your template. For each generation using this template, these fields will be set by default.

Adding merge fields that get filled in when the template is generated.Configuring sharing permissions applied to generated folders.

5. Optional: Import an existing folder from Google Drive

Importing an existing Google Drive folder to seed the template, with import and sharing preferences and a preview of the imported structure.

6. Customize Template Folders & Files

Use the template editor's action buttons to add and edit folders and files until you have your perfect folder structure. Changes here do not impact your source folder.

Merge fields can be inserted here directly using the Add Merge Field button, or you can manually specify them in the Drive source folder with the {{example_field}} label pattern.

Editing a folder name within the template structure.

You can insert files directly into your template. These are not uploaded to FolderPal; we store the link to the file and copy it at generation time. You may add both native Google files (Docs, Sheets, Slides) as well as binary files (Word, Excel, PDF).

Adding a file to a folder inside the template.The Create template button that saves the finished template.

7. Generate from Template

Starting a generation run from a saved template.

8. Fill in Merge Fields

The Generate from template page with merge fields filled in and a live preview of the folder structure.

9. Generate!

FolderPal processing the generation and creating folders in Drive.Generation complete confirmation with the new folder structure ready.

10. Check your new folders

The generated folder structure open in Google Drive, with the new nested folders created by FolderPal.

11. Generate again and again with the same template

The History page listing past generations, ready to run the same template again.