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Build Template – Files: Ability to Add Documents

Build Template – Files: Ability to Add Documents

Right now, Build Templates can’t include preloaded Files/Documents, which forces teams to manually upload the same baseline content on every project (standards, guides, safety docs, reporting templates, checklists, training materials, etc.). We need the ability to attach a starter document set to a Build Template so new projects automatically inherit a defined folder structure and the actual documents—cutting project setup time, improving consistency, and ensuring every team starts with the same approved resources.

2 Comments
DwaneL-FGMA
Enthusiast

This can all be done in Docs within your Project Template, which is then available within the Build module.  Or am I missing something else that you are trying to do?

kfieldEXYNJ
Advocate

Nice! Stupid me. I am used to dragging and dropping into the files window on BUILD projects, but at the template level, there is a big blue button to "Upload files". Thanks!

 
 

 

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