Hi, my users would like the documents loaded as part of the requests to be automatically put in a specific folder when the request turns into a project. Is there any way to do that? Thanks Kristine Ross Great West Life & Annuity Insurance Company
If you use a template when you convert the request to a project, you can predefine the folder structure on the template. Katherine Haven, PMP VP, Director, Business Technologies - PMO FCB
I did see that and created 3 folders. 1. supporting documents; 2. working files; 3. final files. The users want the files uploaded to the request to go into folder 1. Is there any way I can set that? Kristine Ross Great West Life & Annuity Insurance Company
ah sorry, i misunderstood. I don't know of a way to do that - perhaps an API expert will be able to help?! Katherine Haven, PMP VP, Director, Business Technologies - PMO FCB
