In the "Administration" menu, you will find the "Document Templates" tab, which will allow you to build default folder structures for your worksites, users, and clients.
These folder structures can be modified afterwards on your worksite.
It is possible to set a default template using the button
.
The template can be edited at any time using the yellow pencil.
To create a new template, simply click the + at the top right:
Then, on the right-hand side, you can create the desired folders and subfolders by clicking on "+ Folder"
You can name your folder, add a description, choose a parent folder if it needs to be nested inside another folder, and set a color.
You can also specify which documents will be mandatory to include in your folders.
Once your folder structures have been created, you can apply them to worksites, users, or clients using the "Template" button.
💡 Importing a template does not prevent you from creating additional folders based on your worksites, for example.