Applying Folder Templates to Existing Projects

Applying Folder Templates to Existing Projects

If you've updated or created a new folder structure template and want to apply it to projects that already exist (not just new projects going forward), you can do this per project.

 

Steps

  1. Open the project's Records area.
  2. Use the ⋯ menu and go to Project Admin.
  3. Select Apply Folder Templates to bring the project's folder structure in line with the current template.

This applies the template's structure without removing existing content. 

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