Folder Templates can have Types, which allow you to adjust the structure depending on the use case. For example, a “Full” type might include every folder, while a “Small Private Boat” type could exclude certain sections.

📌 Understanding the Interface

The Folder Templates page is divided into two main sections:

1. Folder Categories (left table) – Groups different folder structures.
2. Folder Records (right table) – The actual folder structure for the selected category, with checkboxes linking them to Types.

Types work like a matrix:

• Rows → Folders in your structure.
• Columns → Types (e.g., Full, Small Private Boat).
• Checkbox → Connects a folder to a type.

➕ Creating a New Folder Category

1. Click + Category at the top of the Folder Categories list.
2. Fill in:
   • Name → Name of the folder template category (e.g., “Vessel OBS 1”).
   • Description → Optional explanation of the category.
   • Sorting → Number to decide where it appears in the list.
3. Click Save and Close.

📂 Adding Folders to the Structure

1. Select a category from the left table.
2. Click + Record in the Folder Records table.
3. Fill in:
   • Number → The order of the folder in the structure.
   • Name → Folder name (e.g., “3. FDV Dokumentasjon”).
   • Description → Optional details about folder usage.
   • Sorting → Position inside its level.
4. Click Save.

🏷 Creating and Managing Folder Types

Folder Types define variations of the folder structure.

1. Click + Type in the Folder Records table.
2. Fill in:
   • Name → Type name (e.g., “Full”, “Small Private Boat”).
   • Description → Brief explanation of when to use it.
   • Sorting → Number for display order.
3. Click Save and Close.

Once created, you can tick or untick checkboxes to connect folders to each type.

🔗 Linking Folders to Types

• Checked → Folder is included in that type.
• Unchecked → Folder is excluded from that type.

Example:

• Full type → All folders checked.
• Small Private Boat type → “Styrhus” folder unchecked so it’s excluded from that version of the structure.

🚫 Disabling a Folder Category or Type

Once used in a project, you cannot delete it. If you no longer wish to use it, set Active to False to disable it.

📋 Example Folder Template

❓ FAQ

Q: Can I change the folder structure after using it in a project?
Yes, but changes in Standards only affect future projects — existing projects keep their own copy.

Q: Can I delete a type or folder once used?
No, you can only disable it by setting Active to False.

Q: Can I use one folder template for multiple project types?
Yes, that’s exactly what Types are for.

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