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Copy from Template for Docs setup

Copy from Template for Docs setup

When activating a new Field project in HQ you can choose to copy from a template project.

  1) It would be helpful if this copy process included empty folders in the Library.

  2) Give Docs the same copy from template option at activation/setup.

9 Comments
joan_allen
Community Manager
Status changed to: Accepted

Hi,

 

Thank you for the feedback.  The ability to use a project folder template is on the Docs product roadmap.

 

Best Regards,

Joan Allen

Sr. Product Manager, BIM 360 Docs

jonathan.conway1990
Enthusiast

Hi Joan,

 

Any indication when this functionality will be released? In the meantime could we have the ability to copy folders/folder structure within the project? 

 

Regards

 

Jonathan

TerryBaylis7528
Advocate

Hi, still waiting for this Project Folder Template.  Is there an ETA on this?

 

Thanks

 

Terry Baylis

deborah.rondon
Observer

Still WAITING!

ed.bellman
Enthusiast

Thanks for implementing this @joan_allen.  Still would love to see the functionality restored to Field Classic though!  

 

I know, it's never enough...!  Haha

joan_allen
Community Manager
Status changed to: Implemented

Hi,

 

This was implemented for Docs in the January 31, 2018 update.  Now when you are creating a new project, you can copy the project folder structure ("copy project settings") from another Docs projects in your account.

 

Best Regards,

Joan Allen

Autodesk BIM 360

ed.bellman
Enthusiast

Joan,

 

Thanks again for this.  

 

On the "copy project settings" option, can you clarify what all is getting copied over for Docs?  The "Learn more" link doesn't currently point to an applicable page that details what all is or isn't being copied (project members, permissions, templates, reports, etc.).

jonny.pye
Advocate

Just to clarify this is only folder structure? 

 

 ("copy project settings") that sounds like it includes permissions, or the option to include settings? 

 

Is their a way to copy folder permissions? 

SvanLeenen
Participant

Hi Joan,

 

I would like to know if the question of Jonny is on the roadmap or not, because it is a lot of work to set the permissions for each individual project. Is there a way to copy permissions?

 

I hope there is.. 

 

With kind regards,

 

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