Creating standard document templates in Construction Portal

There is a desire to create standard templates for documents (think word files).

These standard templates can then be selected and filled with customer information. The documents can then be linked to a project/document.

This feature could be linked with the File manager, where all files can be selected and sorted and files can be directly created in folders for each new project.

At the end of the project, a selection of files can then be made and sent to the customer. (Warranty certificates for example).

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Upvoters
Status

In Review

Board

πŸ’‘ Functie Verzoek

Date

6 months ago

Author

Mike Bulter

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