Skip to main content
All CollectionsEncyclopedia
Understanding Files/Folders

Understanding Files/Folders

Updated over a year ago

The Files/Folders Library is a dedicated section of the website where you can organize, store, and manage various types of documents and files related to your Companies/Organization and business processes. Here's a brief overview of the different types of files and folders you can find in this library:

Tender DocumentThese documents are used when pricing a project for the first time, helping you create a comprehensive tender proposal.

Quote ProposalUse these documents to generate quote proposals for your clients, providing them with detailed pricing information.

Office Folder This section is meant for internal use within your office, where you can store documents like expanded bills of quantities, progress claims, and other relevant materials.

Site Folder These folders contain documents that are specifically relevant to on-site activities. They can be handed over to individuals working at the project site for their reference.

Safety Folder This section holds documents related to safety measures and protocols for the project. It includes items like SWMS (Safe Work Method Statements), safety management plans, and other safety-related resources.

QA Folder These folders contain documents related to quality assurance, such as instructions on operating specific equipment, defect management procedures, and other quality-related guidelines.

Variation Quote Use these documents to create and document variations within a project, helping you track and manage changes effectively.

QuoteThis document type allows you to create quotes based on selected parameters from within the project, providing accurate pricing information.

Bill of Quantity This document generates a comprehensive bill of quantities based on selected project parameters, aiding in cost estimation and materials planning.

Product Purchasing In this section, you can find the Purchase Order Summary document, which is used to create and send purchase orders to suppliers for product procurement.

Invoice This section contains the Invoice document, which is used to create invoices for your projects, helping you streamline the billing process.

The Files/Folders Library serves as a central repository for these different types of documents, allowing you to organize, access, and manage them efficiently. It provides a structured framework to store and retrieve project-related files, ensuring easy collaboration, effective document control, and improved workflow management.

Did this answer your question?