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Managing Documents and Folders in FlowPath

Learn how to organize and manage your documents within the FlowPath platform. This guide walks you through the steps to navigate settings, select files, and create new folders to keep your documents structured.

Navigation to Document Settings

2. Click "Global Settings"

3. Click "Documents"

Document Filtering and Views

4. Switch to Tree view

5. Switch to Table view

6. Filter documents by Site

7. Filter documents by Location

8. Filter documents by Owner Type

9. Filter documents by date range

10. Expand an object to view its documents

Folder Management

11. Click "New folder"

12. Click "Create"

13. Select the folder

14. Upload a file to the folder

15. Add a subfolder

16. Rename the folder

17. Delete the folder

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