Organize Files with Folders

The Files tool lets you to organize your project data with folders and grant specific permissions members for files in each folder. Each new project starts with the following root folder:

• Project Files: This root folder can be used to organize files that aren't ready for the field. Permissions can be applied to the Project Files folder and any subfolders to control access.

  Note: Project created before 22 March 2022, or from a project template, can include the For the Field folder which all project members can view.. This folder is denoted with the icon. Project administrators now move the For the Field folder to anywhere in Project Files for more refined permissions. See Move For the Field Folder to Project Files topic to learn more.

Create Folders

Members with edit permission or higher can create folders in either of the root folders. To add a folder:

1. Click the Files tool.

2. Hover your cursor over the root For the Field or Project Files folder and click the More menu .

3. Click Add subfolder.

   

   Note: You can add a maximum of 25 tiers of subfolders to each folder.

4. Enter the name of the folder and press enter or click to add the folder.

5. Continue adding folders as needed to build out and organize your document structure.

   Tip: If your organization uses a similar folder structure across different projects, you can use a project template to set up folders in the Files tool when the project is created.