3. Organize Files with Folders

Folders help you keep project documents organized and easy to find.

You can group files by floor, discipline, or project phase.


In this article


Create folders

To create a folder:

  1. Open Docs.
  2. Click New folder.
  3. Enter a folder name.
  4. Click Create.

The folder will appear in the current location.


Rename folders

To rename a folder:

  1. Open the folder menu.
  2. Click Rename.
  3. Enter the new name.

Move files

You can move files between folders.

  1. Select the file.
  2. Click Move.
  3. Choose the destination folder.

Moving a file may change who can access it depending on the folder permissions.


Use tags (coming soon)

Tags help categorize files across folders.

You can add tags to files or folders to make them easier to search and filter.