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Managing Files and structure

Create your document templates and define your folder structure for newly created records

James Gold avatar
Written by James Gold
Updated over 4 months ago

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.


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