Mandate a data template to a Team Folder

1. Only Team Folder Admins can mandate a Data Template to a Team Folder.
   
2. This setting will not apply to any subfolders inside the Team Folder.

1. Navigate to the left panel and click on a Team Folder to open it on the right. 
   
2. Click Manage next to the Team Folder name at the top and select Settings from the dropdown. The Settings tab will open.
   
3. Click the Mandate Data Template tab.
   
4. Toggle ON Mandate data template association to files and folders.
   
5. Choose a Data Template from the list. To select another, click Change and choose from the list.
   
1. If the selected Data Template is set to All users, everyone with edit or higher access will be required to fill in the custom properties when they create, upload, move or copy files to this Team Folder.
   
2. If the selected Data Template is set to Specific members or groups, only those members will be required to fill in the custom properties when they create, upload, move or copy files to this Team Folder.
   
6. Select how the data template should apply:
   
1. Files only
   
2. Folders only
   
3. Both files and folders

Mandate a data template to a subfolder inside a Team Folder

1. Only Team Folder Admins can mandate a Data Template to a subfolder inside a Team Folder.
   
2. This setting will not apply to any subfolders inside the selected folder.

1. Navigate to the left panel and click on a Team Folder to open it on the right. 
   
2. Right-click the required subfolder and select Properties.
   
3. Select Mandate Data Template.
   
4. Toggle ON Mandate data template association to files and folders.
   
5. Choose a Data Template from the list. To select another, click Change and choose from the list.
   
1. If the selected Data Template is set to All users, everyone with edit or higher access will be required to fill in the custom properties when they create, upload, move or copy files to this folder.
   
2. If the selected Data Template is set to Specific members or groups, only those members will be required to fill in the custom properties when they create, upload, move or copy files to this folder.
   
6. Select how the data template should apply:
   
1. Files only
   
2. Folders only
   
3. Both files and folders
   

Mandate a data template to a folder or subfolder in My Folders

Note: This setting will not apply to any subfolders inside the selected folder.

1. Navigate to the left panel and select My Folders to open it on the right. 
   
2. Right-click the required subfolder and select Properties.
   
3. Select Mandate Data Template.
   
4. Toggle ON Mandate data template association to files and folders.
   
5. Choose a Data Template from the list. To select another, click Change and choose from the list.
   
1. If the selected Data Template is set to All users, everyone with edit or higher access will be required to fill in the custom properties when they create, upload, move or copy files to this folder.
   
2. If the selected Data Template is set to Specific members or groups, only those members will be required to fill in the custom properties when they create, upload, move or copy files to this folder.
   
6. Select how the data template should apply:
   
1. Files only
   
2. Folders only
   
3. Both files and folders

How mandatory data template association works

1. Select the checkbox in the pop-up to apply the same properties to all new items
   
2. Add custom properties to every item, one by one
   

1. For Zoho office suite files, the Add properties pop-up will only appear when the files are marked as ready from the draft state.
2. Before adding custom properties to a file or folder, if a user refreshes or closes the page, the pop-up will not appear again. You can see the associated data template in the data templates tab in the right panel, and you can add custom properties for the associated data template later when required.