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steve_davis
steve_davis
Gainsight Employee ⭐️⭐️
May 11, 2017

Folders for Copilot

I had a customer ask me if it was possible to bring a similar foldering structure to Copilot. They have multiple variations of things and it would be helpful to keep them straight. 

      1 reply

      sai_ram
      sai_ram
      Expert ⭐️⭐️
      July 25, 2019
      Hi All, Happy to inform you that we have implemented the request raised here.

      With this release(6.4), you can now create folders in Email Templates and Programs pages to organize your templates and programs respectively. All the folders are displayed in the left pane on the respective page. If you click any particular folder name, all the templates or programs included in that folder are displayed in the right pane. Gainsight provides a default folder called Uncategorized where all of the existing Email Templates and Programs are stored. You cannot modify the name of this folder or delete it.

      ou can create new folders and move the existing email templates and programs into the new folder. You can also nest any number of folders in another folder.

      please follow this article for more information.

      Thanks for brining this up!

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