Folders

Create a customized folder hierarchy for each of your projects.

Every project starts with pre-configured top-level folders to support a specific process or data type. These folders are called Plans and Project Files. You can add subfolders to these folders up to a maximum of 25 subfolder levels.

Use Plans to manage, publish, and review the latest set of construction documents, in both 2D and 3D formats.

Use Project Files for any project document, including design data and all other document types.

For information about the specific capabilities of each folder type, see What Is Document Management?

Add Folders

1. In the folder tree, right-click a folder and click Add Subfolder. A new folder appears below the parent folder.
2. Enter a name and press Enter.

Delete Folders

To delete a single folder:

1. In the folder tree, right-click a folder and click Delete.

To delete multiple subfolders:

1. In the folder tree, select the parent folder.
2. In Thumbnail or List view, select the checkboxes next to the subfolders you want to delete.
3. In the top toolbar, select Delete.

To restore a deleted folder:

1. In the folder tree, select the parent folder of the subfolder you want to restore.
2. Select Deleted Items in the top-right corner.
3. Select the folder(s) you want to restore, then click Restore.

Sort Folders

1. In the folder tree, right-click a folder and click Sort by.
2. Select an option from Name A-Z, Name Z-A, or date.

Rename Folders

1. In the folder tree, right-click a folder and click Rename.
2. Type a new name and press Enter.

Share Folders

You can share folders with active or pending members. The recipient must have view permissions to view a folder and its contents.

1. In the folder tree, right-click a folder and click Share.
2. Enter member names or emails. You can optionally add a note.
3. Click Send. Recipients will receive an email with a link to the folder.

Subscribe and Unsubscribe

You can subscribe to folders and subfolders to receive notifications when files are added. This includes any files or subfolders added after you subscribe.

Subscribe

1. In the folder tree, right-click a folder and click Subscribe.

2. Choose whether to subscribe to the selected folder only, or to the folder and all subfolders.

3. Click Subscribe.

   When documents are uploaded or sheets are published to the folder(s), you'll receive email notifications.

Unsubscribe

1. In the folder tree, right-click a folder you are currently subscribed to, and click Subscribe.

   Tip: Folders you are subscribed to are indicated by a blue icon next to the Subscribe option.

2. Choose whether to unsubscribe from the selected folder only, or the folder and all subfolders.

3. Click Unsubscribe.