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Managing Files and structure
Managing Files and structure

Create your document templates and define your folder structure for newly created records

James Gold avatar
Written by James Gold
Updated over a week ago

How to add Template

Navigate to ‘Files’

Select Templates folder

Choose the subfolder to input the template

Click Create File to create one from scratch using word or Upload File and modify as required. You will find more information in this article about how to modify a template

How to modify File Structure

Navigate to 'Drive Templates’ folder

Navigate to the subfolder (Opportunity/Proposal/Project) you wish to modify and select ‘Create Folder’

Folder(s) can be deleted by right clicking the folder and selecting ‘Delete Folder’.

Working files that do not require Proteus integration can already be added in a folder to be completed at the right phase of the project.

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