Template Folder Structure
M
Mendy G.
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 Folders - Create Defaults & Import to Folder Options
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Morgan Hill - Cinch IT
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
Simon Kerr
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
D
David S.
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
Brian Peterson
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
E
Eric B.
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.
N
Nick E.
Customer defaults. we have been asking for this for many other areas of the platform. Such as auto add all assets of select assets into the external portal. Myteam never clicks on 'add to portal' when they add incident reports, or new access points, etc. Drives me nuts! hudu has far too many manual processes that should be process driven!
A
Andrew C.
The Hudu Team, this request has been here since 2020. How many more people upvoting it do we need to get some progress on it?
See similar requests that should be merged:
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George Lakiotis
This would be extremely helpful as migrating to Hudu now and we are trying to standardize everything.
j
joe
This would be super helpful when adding 300+ clients that are using the same folder structure. Manual entry is very time consuming