Template Folder Structure
L
Large Rook
Can we get the ability to push a knowledgebase template (including Folders) to multiple clients from a global area?
For example I want to push out a specific set of folders (and subfolders and docs within those folders) to all clients (or specific clients). It would be great if we can also keep the ability to update as things go.
This may be kind of related to Feature Request "Use Global KB as template for Company KB"
Kristen W.
Merged in a post:
KB Default Folders Extended Across all Clients
T
Tawny Panda
Just like how Passwords have a standard default folder Structure I want the same thing for KBs section
Kristen W.
Merged in a post:
Global company KB folder creation (excluding central KB)
L
Lemon glacier Cricket
Would be nice to have the ability for us to similar to how global password folders work, create a KB folder template that gets created under all companies, potentially with options for creating testing as well if we wanted sub directories of folders created as well.
There seems to be no options to create a KB folder globally across all clients, would be pretty beneficial to standardize the structure.
Kristen W.
Merged in a post:
Allow creating KB folders on a global level exactly the same way, Hudu allows creating password folders under each client
V
Verdant Reptile
T
Turquoise Bobolink
This seems crazy to not have this feature, we are adopting Hudu now as a business but having to create this folder structure each time 50-60 times is such a pain, we just need a 'template' option when adding a new customer.
Z
Zaffre Mollusk
+1 on this, would be very useful
Kristen W.
Merged in a post:
KB Folders - Create Defaults & Import to Folder Options
R
Rose quartz Lark
It would be great if KB folders function just like Password folders. Being able to import with a CSV column for "folder_id" similar to the Password import template. Also being able to create a standard for every client for subfolders (again like Passwords can do) would be excellent for time saving.
Kristen W.
Merged in a post:
Mass roll out of folder structure - KB
A
Autonomous Bee
Looking to be able to roll out the same folder structure to all clients in the KB section. This would allow us to have a singularly defined place for all clients documentation, Technicians would get used to where everything goes and then know where to go to get the information they are looking for as it will be aligned across all clients. Also worth adding a lock on this so that staff cannot add their own folders to the structure afterwards.
Kristen W.
Merged in a post:
Folder Groups/Templates
P
Prairie sand Anglerfish
When adding new customers, it'd be useful to be able to apply templates for folders (i.e. KB and Passwords) so we can have a consistent look and navigation when browsing between customers.
Obviously, we can do this manually, but it would be nice to be able to minimize the chance of errors and be able to better audit if documentation is happening correctly/consistently.
Kristen W.
Merged in a post:
Standard KB Folder for All Companies
B
Blizzard blue Wolf
It would be helpful to have the ability to create a standard folder that automatically appears under every company. For example, we’d like a folder called “New Computer Forms” to be automatically created for all existing companies and automatically added whenever a new company is created.
This would help maintain consistency and save time by ensuring certain folders are always in place without manual setup.
Kristen W.
Merged in a post:
Folder Templates
V
Varying Macaw
Would like to see folder templates, whereby we create template KBs and store them in a template folder (for managing projects), allowing us to create a new folder per project, and auto-create the blank/template versions of 2 or 3 KBs we want to see for every project as a standard.
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