Each worksite includes a Documents space where items sent via the Chat are automatically stored.
For example, a worksite member may send a photo of an issue.
By going to the Documents tab, you will see the same photo, which you can then organize into a folder located on the left side of the screen.
Create a folder
To create a folder, simply click the “+ Folder” button.
A window opens, allowing you to enter:
The folder name
A description
A parent folder (either at the root level or inside another folder)
Then click “Create” to confirm.
The folder will appear in the left-hand folder tree, and you will be able to store the media or documents of your choice in it.
Use a folder template
By clicking the “+ Template” button, you can select a folder structure template (previously created in the settings).
Simply choose one of the available templates.
When selecting “Construction Standard,” for example, your folder structure will be enriched with new folders defined in the template.
💡 Tip
If you start by creating folders and later decide to apply a template, the folders you created previously will remain in your structure.
Importing a template does not prevent you from modifying the folder structure.
Folder actions
By right-clicking on a folder, you can:
Add a subfolder
Upload a file
Rename the folder
Choose or change its color
Delete it