A project accumulates documentation for years. A little structure early saves a lot of searching later.
Creating folders
Click the + at the top of the FOLDERS panel to add a folder at the top level.
To nest one inside another, open the parent folder's ⋮ menu and choose New folder inside.
A structure that holds up. Most teams do well with folders by document type rather than by date: Drawings, Schedules, Permits, Reports, Field Images. Dates are already on every file in the Modified column, so foldering by month tends to create work rather than save it.
Managing a folder
A folder's ⋮ menu offers New folder inside, Rename, Move, and Delete.
Managing a file
A file's ⋮ menu at the right of its row offers:
View — open the preview.
Download — save a copy to your computer.
Rename
Move — send it to another folder.
Upload new version — replace it while keeping its history.
Version history — see and restore earlier versions.
Delete — send it to Trash.
Working with several files at once
Each row has a checkbox, and the header has a select all checkbox. Tick what you want and act on the selection in one go, rather than repeating the same action file by file. This is the quickest way to move a batch of documents into a new folder.
Deleting and restoring
Deleting a file sends it to Trash, at the bottom of the folders panel. Nothing is permanently deleted at that point.
Trash lists what was deleted, when, and when it will be removed automatically. Each row can be restored to where it came from or deleted for good, and Empty trash clears everything at once.
Two things worth knowing. Deleting from Trash is permanent, with no further undo. And a file in Trash still counts toward the project's storage until it is removed, so emptying Trash is what actually frees the space.