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Setting up default folder structures
Teresa Bui avatar
Written by Teresa Bui
Updated over a year ago

Default folder structures can be set up against tasks or properties. The setup process is exactly the same for both with the only difference being the first step (Control panel > Properties for properties, and Control panel > Tasks for tasks). Properties will be used in the following steps.

Go to Control panel > Properties and fill out the default document structure field. Each new line will be a folder name. You can also define subfolders by adding a slash (i.e public/Reports will create a folder named "Reports" that will reside in the folder named "public") . Once you're done, click Save.

Default_Folder_setup.png

Subfolders

You can also define subfolders by adding a slash (i.e public/Reports will create a folder named Reports that will reside in the folder named public). A folder can have multiple subfolders by writing the same path, then defining the subfolder at the end of the path. Once the folder structure is applied, these folders will be presented in alphabetical order.

Example:

Folder_structure.drawio.png

Default folder structures in properties: After the default structure is saved, newly created properties will adopt the default folder structure. To have an existing property adopt a default folder structure, go to the property, click Documents > Add default folder structure.

mceclip1.png

Default folder structures in tasks: New tasks will adopt the default folder structure set up for tasks, however there is no option to add a default folder structure retroactively.


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