Representation of the structure of a business transaction template:

Each folder can use different properties and contents. The following functions and options are available for this:

-- new subfolder - this button adds a new subfolder to the leading folder.

 -- new document slot - this button adds a new document slot to a folder.

 -- File upload - this button can be used to upload documents to the folder. These documents are then present in a business transaction based on this business transaction template.

NOTE on standard documents:

• If a document is added to a slot in a business case template, this document can be edited by business users and end users. (Example: a general form is stored in the business case to be edited by the end user.
• If a document is added to a folder in a business case template, this document is locked and cannot be edited by either specialist users or end users. (Example: a legally binding piece of information is provided and should not be changed, neither by the end user nor by the business user

 -- Add document link - this button can be used to link documents from a business case template to other business case templates. The big advantage is: 

If the original document is updated, all links to the document are automatically updated with the new version.

 Rename- this button is used to edit the name of the folder.

 |    -- Option Extensibility - via the extensibility it can be set whether further elements can be created in a business transaction in this folder:

                - Status: further folders and slots can be created

                - Status: existing folders and slots cannot be edited

  |    -- Option optional - the option optional can be used to set whether the folder can be deleted by the specialist user:

                - Status: the folder cannot be deleted.

               - Status: the folder can be deleted

 -- Delete folder - this button deletes the folder. To do this, the folder must be optional and have this  property

  |    -- Duplicate a folder - the button  and the button can be used to determine whether the folder may be duplicated in a business transaction. When duplicating, the folder is duplicated with all contents and the complete structure. If a folder can be duplicated, this  button  is displayed.

As an additional function, fields of fillable PDF forms can also be pre-filled with data from the customer data. The fields must have the following names so that they can be prefilled with values:

Description	Type of customer	Field name
Creation date of a business transaction	All	system.shareCreated
Technical, unique, non-changeable ID of the customer	All	customer.id
Customer number from the customer data	All	customer.externalId
Street of the customer	All	customer.street
Postcode of the customer	All	customer.postalCode
City of the customer	All	customer.city
Company name	Company	customer.name
Company description	Company	customer.description
Company phone number	Company	customer.phone
First name of the customer	Individual	customer.firstName
Last name of the customer	Individual	customer.lastName

It is important that the PDF form with the corresponding fields and field names in the technical user role is deposited in the project template in a slot for editing.