I have looked on the forum and couldn't find an answer to this.
I have a template that creates a folder with a customer name. Under that folder you can create another folder with the number of a quote. If you creat the quote folder and the customer does not exist it will create the customer folder. All this is great. The problem I have is that I want to use a different folder data card for the quote folder. I can't find a way to copy a data card when it creates the folder.
Any ideas? I am kind of a newbie and this is probably really simple but I am stumped.
Thanks in advance.