[ProjectCasemanagement solution]

In this Video I will show how you can create a simple project folder and the copy a template file into that folder. The idea came from a comment on this blogpost, that shows more in-depth how to create folders and subfolders. If you like the video or have questions, leave me a note in the comment section.

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Step By Step guide

  1. Create a Column called “Destination” on the “Documents” Library that holds the template file
  2. Create a Column called “Destination” on the “Project Documents” Library that holds all the project folders
  3. Create a SharePoint Designer workflow that updates the template file when it arrives at the “Project Documents” Library
  4. Create or tweak you Workflow that creates the project folder so that it:
    1. Updates the template file
    2. Copies the template file
    3. Sets the template file back to normal