Documents - Project - Sale
Auto-create project folder structure from sales orders
Documents Project Sale module integrates document management with projects and sales orders, automatically creates project folder structure from template when confirming sales order.
Supports organizing documents by standard structure (Plans/Photos/Miscellaneous) and classifying by status.
Template folder structure
Configure folder template for projects with standard structure for consistent document organization.
Key points
• Plans: Store drawings, plans, designs.
• Photos: Store site photos, progress photos.
• Miscellaneous: Store other documents (contracts, reports, emails).
• New/Unsorted: Temporary folder for unclassified documents.
Workflow
Automatic workflow to create project and folders from sales order.
Steps
1. Configure product with project template (with folder structure).
2. Create sales order with configured product.
3. Confirm sales order.
4. System automatically creates project with folder structure from template.
5. Upload documents to corresponding folders.
Configure product with folder template
Link product to project template for automatic folder structure creation.
Steps
1. Go to Sales → Products → Products.
2. Select product or create new product.
3. In Sales tab, select Project Template.
4. Select template with Documents Folder Structure configuration.
5. Click Save to save configuration.
Interface terminology
| English | Description |
|---|---|
| Project Template | Project template with folder structure |
| Documents Folder Structure | Auto-created folder structure |
Create project from sales order
When confirming sales order, system automatically creates project with folder structure.
Steps
1. Create sales order with product configured with project template.
2. Confirm sales order.
3. System automatically creates new project.
4. Folder structure is automatically created in Documents.
5. Access project from sales order or from Project module.
Manage project documents
Organize documents by folder structure and classify by status.
Key points
• Upload drawings to Plans folder.
• Upload site photos to Photos folder.
• Upload other documents to Miscellaneous folder.
• Use tags to classify by status (In Use, Done, Archived).
Use classification tags
Classify documents by usage status.
Document status tags
| Tag | Meaning |
|---|---|
| New/Unsorted | New document, not yet classified |
| In Use | Currently used in project |
| Done | Completed, no more edits |
| Archived | Archived, for future reference |
Practical tips
Key points
• Configure standard project template for each project type (Renovation, Construction, Consulting).
• Use consistent folder structure so staff can easily find documents.
• Upload documents to correct folder from the start to avoid reorganizing later.
• Use tags to track document status (New → In Use → Done → Archived).
• Create subfolders in Miscellaneous if more detailed classification needed.