How to Create Folders for File Storage

Navigate to Lead or Job > Files then choose . A window pops up for you to enter a Name for the folder.

Once the folder is created, click to open the folder then use the button to upload relevant files. You can also create sub-folders to live within main folders.

To edit a folders access permissions choose the 3 dots on the far right. Then choose Sharing Access.

Optionally, set access permissions per folder to allow or restrict access for any combination of Clients, Suppliers, Subs, or Safety Users.

💡Remember, this will also share all subfolders and files within the folder.