Configure Project Templates for Docs
Once you've created a project template, configure tool settings for Autodesk Docs.
From the Project List, click the Project Templates tab or in Account Admin, navigate to the Project templates tool.
Click the template that you want to configure.
Select Docs using the product picker.
Use the left panel to select the tool you want to configure in the project template:
Docs Tools in Project Templates
| Feature | Help Article |
|---|---|
| Create and organize subfolders | Organize Files with Folders |
| Edit attributes | File Attributes and Settings |
| Create naming standards | File Naming Standards |
| Configure permissions | Folder Permissions |
| Upload and configure files for use across multiple projects | Upload and Manage Files |
Note:
- .NWC file exports from Autodesk Inventor and Data Exchanges are not supported.
- Many features from the Files tool are not available in project templates. These include creating markups and performing actions in the viewer, creating a Data Exchange in the viewer for a Revit model, and more.
| Tab | Feature | Help Article |
|---|---|---|
| Approval workflow | - Set up review approval workflows - Configure role-based or company-based permissions and custom attributes for workflows |
Create and Edit Approval Workflows |
| Draft approval workflow | Review workflows which are in draft status and are not available to use until they are finalized. |
| Tab | Feature | Help Article |
|---|---|---|
| Types | Create and configure issue categories and issue types | Issue Categories and Types |
| Custom fields | Create custom fields to add to issue categories and types | Custom Fields |
| Root causes | Create root causes to add to issues | Root Causes |
| Templates | Create issue templates for faster issue creation | Issue Templates |
| Statuses | Set the visibility of issue statuses | Issue Statuses Settings |
Once configured, you can create projects using your templates.