How to add Template
Navigate to ‘Files’
Select Templates folder
Choose the subfolder to input the template
Click Create File to create one from scratch using word or Upload File and modify as required. You will find more information in this article about how to modify a template
How to modify File Structure
Navigate to 'Drive Templates’ folder
Navigate to the subfolder (Opportunity/Proposal/Project) you wish to modify and select ‘Create Folder’
Folder(s) can be deleted by right clicking the folder and selecting ‘Delete Folder’.
Working files that do not require Proteus integration can already be added in a folder to be completed at the right phase of the project.