Managing and Applying Project File Templates in Ontraccr

📂 Managing and Applying Project File Templates in Ontraccr Overview
 

Project File Templates save you tons of setup time when creating new projects.

Instead of manually creating folders every time, you can build reusable templates and apply them instantly to any project’s file structure.

🎯 When to Use This

• You have standard folder setups you use across projects (e.g., "Drawings," "Permits," "Site Photos").
• You want to standardize project documentation.
• You want to save time by avoiding repetitive manual folder creation.

🛠️ How to Create a Project File Template

1. Go to Settings → Customization → Project Files.
2. Click the Add (+) button to create a new template.
3. Fill in:
   • Template Name (e.g., "Standard Construction Folders")
   • Division (if using divisions)
   • Description (optional but recommended)
4. Click Next to add folders:
   • Click Add Folder and name it.
   • Repeat for all standard folders (e.g., Drawings, Contracts, Safety Docs).
5. Click Save to complete the template.

✅ Your new template will now be available when creating or editing projects!

📂 How to Apply a Project File Template

When adding or editing a project:

1. Go to the Project Files step/page.
2. Click Apply Template.
3. Choose the template you want to apply.
4. Confirm the action.

🎯 Instantly, all folders from the template are created inside your project's file directory!

🧠 Important Rules & Tips

Apply Templates First:

You can only apply a file template before manually adding any folders.

➡️ If you manually create even one folder, the Apply Template button disappears.

Workaround if Needed:

If you accidentally add a folder first:

• Delete the manually created folder.
• The Apply Template button will reappear.

You Can Still Customize After:

After applying a template, you can:

• Add extra folders manually.
• Delete folders you don't need.

Notify Users Option:

When uploading files, check Notify Users to send instant email alerts to team members.

✅ Example Scenario

Every project needs:

• Contracts
• Architectural Drawings
• Change Orders
• Safety Reports

You create a "Construction Starter Template" once.

Then for every new project, you apply it in seconds — no more repetitive setup!

🚀 Summary

Project File Templates in Ontraccr make your project setups faster, cleaner, and more consistent.

Use them smartly to standardize documentation across your entire company!