In this article, we cover:
Automatic folder creation allows you to streamline your project management by ensuring that every new project has a consistent folder structure. When a new project is created, specific folders can be set to automatically appear based on your company settings.
This article will guide you through setting up and managing default folders for all new projects in ProLine.
Setting Default Folders
To set default folders for all new projects:
Click on the hamburger menu in the top left.
Scroll down and select Company Settings.
On the top row, click on Projects .
Scroll all the way down to the bottom until you see the Default Folders section.
Configuring Default Folders
At the bottom of the Projects settings page, you will find the Default Folders section. It's important to note that changes made here will only apply to projects created after the changes are made.
Managing Folder Permissions
In the Default Folders section, you can:
Change folder names
Set folder permissions
Delete existing default folders
Add new folders
Adding and Customizing Folders
To add a new folder:
Click on Add New Folder.
Enter the folder name (e.g., "Sales Pages").
Set the desired permissions and customize as needed.
Remember, these changes will only affect new projects. Existing projects will retain their original folder structure unless manually updated.
Contact Support
If you encounter difficulties or have further questions, contact our support team at support@proline.app or through the chat in the lower corner of your screen. We're here to help you with any issues or concerns.