Under Organization › Master data, “Starter pack” copies all templates of another of your organizations into the active one and publishes them there. Choose the source organization, click “Load” and confirm. Owners, admins and everyone with the “Manage organization” permission can do this. If the active organization does not have enough free processes for all templates, Bricksta loads nothing and tells you that processes are missing.
All templates of the source you can see there, in their published version, published right away. Inactive ones arrive inactive.
Datasets
The datasets the templates use — only their columns, without entries.
Document templates
The document templates of the document steps, with an empty letterhead: the source organization's company name, address, bank details and VAT ID do not come along. Text blocks keep their wording — if they contain the source's company details, adjust them.
What is still to do afterwards
After loading, a green notice appears below the button: how many templates were loaded, what came along, and under “Still to do” only the items open in the active organization. Each item takes you to where you complete it. If nothing is open, that part is missing. The notice shows the state at loading time and stays until you leave the page or switch organizations. More on letterhead and invoice sequence is under Document templates, on columns and entries under Datasets.
Item
Where you complete it
Fill in the letterhead in the document templates
Document templates
Assign a letterhead per company
In the template's document step; the template check shows where
Set up a gapless invoice number sequence
Document templates (invoice steps only)
Add entries to the datasets
Datasets
Mark the billing detail on columns
Datasets — only people with “Maintain billing details” can do this. If you lack that permission when loading, these columns stay unmarked.
Re-set links that did not come along — such as people, datasets or templates of the other organization
In the templates' steps and settings, such as the recipients of an email or a follow-up rule