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- Click Create a New Panel to create a new Panel
How to create Panels is covered in this How to create and manage a new Activity Folders panel
If a panel was created before the following screen will appear with the name of the created panel.
- To create a (new) template folder structure, click on Manage Panel.
- Click the Add button in the FOLDER TEMPLATES section.
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By default, all created documents for a certain project will be added to the Root directory unless document types are known to be in a specific subfolder. The document types are listed in the rightmost box and you can link these document types via drag and drop to a specific subfolder. Every new document will now follow these rules but a user is always able to reassign a document to another folder. As mentioned before, if a document type is not linked to a folder, the documents will be added to the Root directory.
If you are ready click on save and the template will be available in SuperOffice.
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Copy Templates
With the Copy Templates function you can copy all the templates from a panel. This could be usefull if you want to copy the templates to another panel or to another SO tenant.
Paste Template
Wih the paste template function you can paste the copied templates in another panel or another SO tenant. If there are already templates available you will be prompted if you want to overwrite any existing templates or add them.
In SuperOffice CRM Online this template is now available in the Activity Folders panel of your projects.
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