Sharing storage templates with a team
If you have a complex storage operation with numerous properties, you can save this storage operation as a storage template. Each time you want to store your documents or dossiers using the same storage criteria, use the storage template.
If you and your team often work with the same storage criteria, you can send your storage template to the team by copying the link to the clipboard. This function is available in the menu for context actions:
This is how it works
Open the perspective Storage templates in the Personal space feature.
Click on the three dots next to the saved storage operation and select Copy link to clipboard.
Insert this link into an e-mail, for example.
If the link cannot be immediately copied, a dialog appears where you can copy the link.