---
title: "Managing and Applying Project File Templates in Ontraccr"
url: "https://help.ontraccr.com/en/article/managing-and-applying-project-file-templates-in-ontraccr"
language: "en"
last_updated: "2025-06-06T23:04:54.630Z"
---

# 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.

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## 🎯 **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.

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## 🛠️ **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!

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## 📂 **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!

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## 🧠 **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.

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## ✅ **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**!

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## 🚀 **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**!