The Documents Tab keeps your Pages, 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 Pages 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 either + New Folder or + Create > New Folder to create a new Folder.
Name your Folder, then click Create Folder.
To add a Page or File to a Folder, click the 3 Dots Icon next to a Page or File > select Move to Folder > then select the Folder you'd like to move it to.
In the app
Finding your Documents
Open your Project.
Tap the Documents Section.
Your Pages 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 Page or File to a Folder, tap on the 3 Dots Icon next to the Document, and choose Move to Folder.
FAQs
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 Pages and Files can be added to a folder.
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