When creating new projects, specifications, estimates, detailed jobs, quotes, or sales orders the system can create a standard folder structure as well as include standard files for every project.
To configure this for your projects:
- In the Common folder under ClientData create a folder called Template. Eg. Myserver\Common\ClientData\Template.
- In the Template folder, create a subfolder for each project type, including Estimating, Detailing, Specifications, Quote, and SalesOrder (Don't include spaces).
- Within each project, type subfolder add the folders and files that you want to be included with each new project of a particular type.
Each project created in the future will copy the contents of the template folder for its project type into the new project folder.