Automation settings in Revver allow you to automate certain functions to occur after a specific action takes place. This guide covers how to automate template applications that occur when a new location (e.g. drawer or folder) is created.

In order to access automation settings on containers in Revver, your user will require the 'Automation' enabled feature.

This will give your user the ability to view and manage automation settings on containers you have at least 'View' permissions on.

The 'Apply Template' automation setting will automatically apply the selected folder template whenever a new container is created. For example, if you set up an automatic folder template application on a cabinet, any time a new drawer is created, that template will automatically be applied to it.

To create a folder template automation setting, start by navigating to your documents view. On the left hand side of your screen, click on the folder icon.

Once in your documents view, click on a container to select it. A container can be any cabinet, drawer, or folder within your Revver account. With one selected, click on the 'Automation' in the document actions toolbar on the right side of your screen.

With the automation panel now open, add a new automation setting by clicking on the plus (+) icon at the top right of the panel.

This will open up a new setting for you to configure. To set up an automatic folder template application, start by selecting 'Apply Template' from the drop down list.

With that option selected, more options will appear that allow you to configure what template you want to apply.

Click on 'Select Template' and choose a template from your ‘Template Library’.

After choosing a template, you should see the name of your template displayed in the setting.

Finalize your automation setting by clicking on 'Save' in the automation panel.

To edit an existing automation, return to the automation panel on the container where the automation setting has been created and click on the 'Edit' icon to the right of the automation setting.

This will re-open the automation configuration page where you can change any settings necessary.

To remove an automation setting, follow the same steps as editing an existing setting. With the setting configuration page open, click on 'Delete' at the bottom of the settings to remove the setting.

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