The Documents Tab keeps your Documents, Files, and Reports together in one place. Organize everything into folders that match how you work, whether that's by project, job stage, or client, so you can always find what you need without digging.
On the web
Finding your Documents
Open your Project.
Click Documents within your Project Tabs.
Your Documents and Files will appear under the Documents Sub-section. You can click the Reports Sub-section to view your Reports. You can also use the sort tools to find the exact content you need.
Creating a Folder
Click on the Documents Tab within your Project.
Click + Folder.
Name your Folder, then click Create Folder.
Moving Documents into a Folder
Hover over a Document or File, then select its checkbox. Keep selecting until you have everything you want to move.
Click Move to Folder in the selection bar, then choose your Folder.
Note: Searching doesn't clear what you've already selected, so you can search for more Documents and keep adding to the same batch.
In the app
Finding your Documents
Open your Project.
Tap the Documents Section.
Your Documents and Files will appear together in one list that you can sort.
Creating a Folder
Tap the Documents Section.
Tap the + Icon, then tap Add Folder.
Name your Folder, then tap Create.
To add a Document or File to a Folder, tap on the 3 Dots Icon next to the Document, and choose Move to Folder.
FAQs
Can I move Documents back out of a Folder?
Can I move Documents back out of a Folder?
Yes. Select the Documents you want to move, click Move to Folder, then choose All Documents.
What happens if a Document doesn't move?
What happens if a Document doesn't move?
If some Documents can't be moved, a message tells you how many made it, and anything that failed stays selected so you can try again without finding it a second time.
Who can create folders in the Documents tab?
Who can create folders in the Documents tab?
All permission roles can create folders and move documents into them.
What content can be added to a folder?
What content can be added to a folder?
Only Documents and Files can be added to a folder.
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