Organize Handover Package Folders and Files

Once you assemble the contents of your Handover package, review what will export. You can also customize the order of folders and files.

In this article:

Review Folder Contents

To review the contents of a folder, click the arrow next to the folder name.

Note: In projects with Forma Build, you can't preview the Submittal Reports folder.

Expand folder in Handover

If a folder is empty, Handover shows that no items are available. Synced folders always stay up to date with your project. Changes that match your sync settings appear automatically, such as new issues, closed submittals, or added sheets.

By default, Handover sets the order of folders and files. To control the order in which they export, turn on Manual Ordering.

Turn On Manual Ordering

In the Handover tab, turn on Manual Ordering.

Manual Ordering toggle in Handover

Handover adds a number prefix to each folder and file to keep their order on export. You can't edit these prefixes. Prefixes update when you move or add an item. The number of digits in each prefix depends on the number of items in the package.

Number prefixes on folders and files in Handover

Move Files and Folders

To move folders and files, first turn on Manual Ordering. Handover groups each package into three sections that always export in this order:

  1. Synced folders, such as Forms, Issues, and RFIs
  2. Folders you add from the Files tool or create in Handover
  3. Files

Manual Ordering limitations for each package section

You can reorder items within a section, but you can't move an item to a different section. You also can't move folders or files inside a synced folder.

File that can't move between synced folders

The exception is the Files section. You can move a file from the Files section into a folder you created in Handover. You can't move it into a folder added from the Files tool.

To move a folder or file:

  1. Hover over the folder or file.
  2. Drag the grab icon Grab icon to a new location.