Setting Up Custom Document Folders
Updated over 7 months agoHow to Set Up Custom Document Folders
Home → Projects → Click On Project → Documents (Left Menu)
Drop down the menu on the right side 
Click on Add Folder
Complete Folder Name
Share With Contractors will automatically be selected. You can untick this if you wish to keep it within your employee's only.
Click Next
You can choose a Parent Folder if you would like to have sub folders set up within a main folder.
Upload A New Document
Home → Projects → Click On Project → Documents (Left Menu)
Drop down the menu on the right side 
Click on Upload Documents
Note: There will be empty default folders already.
Drag and drop File or Upload manually by Clicking on
You can assign this document to a Folder by dropping down the menu otherwise it will allocate it automatically.
Shared is automatically selected to allow all personnel to view this document. You can uncheck if you would only like your employees to see this.
Drag and drop File or Upload manually by Clicking on 
You can assign this document to a Folder by dropping down the menu otherwise it will allocate it automatically.
Shared is automatically selected to allow all personnel to view this document. You can uncheck if you would only like your employees to see this.
Click Save
To open Folders click on the
symbol. Once opened it will change to 
You can now see the Documents in that folder
To open Folders click on the 
symbol. Once opened it will change to 
You can now see the Documents in that folder
Symbols Explained
- Shared with Clients
- Shared with Contractors
- Download Document
- Upload Document to Folder
- Delete Folder/Document
- Edit Document information
- Click to open/Expand folder
- Click to close/Colapse folder
Note:
You can set up sub folders and move documents around.
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