Set up Documents

Create a folder structure that matches how the team retrieves files, then set its audience before filling it with project records.

Best for: Project administrators and document managers · Requires: Documents management access.

Create folders manually

1. Open Documents.
2. Select Actions → Add Folder.
3. Name the folder for the work it contains.
4. Open the folder and add its child folders.
5. Select Edit Shared With and choose the intended audience.

Use durable categories such as Contracts, Site Reports, and Turnover instead of temporary personal labels.

Import an existing structure

1. From the Documents root, select Actions → Import Folder Structure.
2. Choose another project.
3. Select Import.

Constructable copies all folders and their permission levels. It does not copy files. A folder with the same name is merged into the current structure, so review the result before uploading content.

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