How do I mirror the organisation structure to a folder structure that has distributed applications?

A manual folder structure for signing and reporting that matches the organisation structure can not be mirrored. The reason for this is that there are already folders with names matching the organisation structure. Before you can mirror the organisation structure, and potentially select to distribute tasks automatically, the old folder structure for signing and reporting must be edited.

Suggestion on how to edit organisations with a small number of applications distributed over a small number of folders (signing or reporting):

1. Create a folder in the signing structure. Name it for instance "Old signing".
2. Move all applications to this signing folder. The applications will still retain their original project site within the organisation.
3. Remove the empty signing folders. If you remove an unit, the sub-units will also be removed.
4. Mirror the organisation structure and, if you wish, activate automatic distribution of tasks
5. Distribute the applications from "Old signing" to the proper folders in the new folder structure.

Suggestion on how to edit organisations with a large number of applications distributed over many folders (signing or reporting):

Consider keeping the old structure parallell to the new structure created by the mirroring before making any changes. You can move applications from the old structure to the new one and then remove the old signing forlders.

You can also keep the old folders more permanently, with or without applications. If you leave the applications in the old folders, they will remain in the old signing structure and new applications will be distributed to the new structure.

The process for editing the organisation is as follows:

1. Change the names of the folders in the present folder structure for signing and reporting.
2. Select to mirror the signing structure and activate automatic distribution through the menu item Settings and the tab Distribution under Organisation account.
3. The organisation structure will be copied to the folder structures and new folders will be created. Both folder structures will exist in parallell.
4. Move applications from the old structure to the new mirrored folders and subfolders.
5. Remove the old redundant folders once they are empty.

The result will be

• If the organisation has selected automatic distribution of applications and tasks, new applications will be distributed automatically to the new folders that will be identical to the application project site.
• No applications will be distributed to the old folders.
• You can rename and remove the old folders from the folder structure if you wish, removal requires the folders to be empty.