Generate Default Job Document Folder Templates

Use the Docs submodule to generate default job document folder templates.

To use the Docs submodule, you must have access to Jobs as defined in the User Access Rights submodule under Settings.

To generate a default job document folder template:

1. On the main toolbar, click Jobs .
2. On the side toolbar, click Jobs List and highlight the job with the document folder that you want to set as a default folder template.
3. On the side toolbar, click Docs.
4. In the left pane, highlight the folder that you want to set as a default folder template.
5. Click Folder menu and select Generate default folder template.
   Alternatively, right click on the folder that you want to set as a default folder template and select Generate default folder template.