Create the folder structure

You can create the folder structure for the project.

  1. Select the project.
  2. Click Administration in the toolbar.
  3. Click Project setup in the tool menu.

    All folders and subfolders are displayed per app.

  4. Choose between Add folder, Add binder and Add BIM.

Add a folder

  1. Click Add folder in the content pane to add a document folder.

    The Add folder window appears.

  2. Enter a folder name.
  3. Click on the different access type icons, or use the arrow icons to toggle between the access rights for all roles.
  4. Click Add.

    A pop up window informs you that the folder is successfully added. The new folder () appears in the content pane.

Add a subfolder
  1. Select an existing folder (document, binder or BIM).
  2. Click the ellipsis button at the top of the content pane.

    A context menu pops up.

  3. Click Add folder to add a subfolder.

    The Add new folder to window appears.

  4. Enter a folder name.
  5. Optional: type a description.
  6. If applicable:
    • Enable Copy access rights from parent folder.
    • Enable Copy metadata from parent folder.
    • Enable Copy automatic workflows from parent folder.
  7. Click Add.

    A pop up window informs you that the subfolder is successfully added. The new subfolder appears in the content pane.

Add a binder

  1. Click Add binder in the content pane to add a binder folder.

    The Add binder window appears.

  2. Enter a folder name.
  3. If applicable, enable Show only documents with status, and select the applicable statuses.
    Note: The available document statuses correspond to the project settings.
  4. Click on the different access type icons, or use the arrow icons to toggle between the access rights for all roles.
  5. Click Add.

    A pop up window informs you that the binder is successfully added. The new binder () appears in the content pane.

Add a binder subfolder
  1. Select an existing folder (document, binder or BIM).
  2. Click the ellipsis button at the top of the content pane.

    A context menu pops up.

  3. Click Add binder to add a sub-binder.

    The Add new binder to window appears.

  4. Enter a folder name.
  5. Optional: type a description.
  6. If applicable:
    • Enable Show only documents with status, and select the applicable statuses.
    • Enable Copy access rights from parent folder.
  7. Click Add.

    A pop up window informs you that the sub-binder is successfully added. The new sub-binder appears in the content pane.

Add BIM

  1. Click Add BIM in the content pane to add a BIM folder.

    The Add folder window appears.

  2. Enter a folder name.
  3. Click on the different access type icons, or use the arrow icons to toggle between the access rights for all roles.
  4. Click Add.

    A pop up window informs you that the BIM folder is successfully added. The new folder () appears in the content pane.

Add a BIM subfolder
  1. Select an existing folder (document, binder or BIM).
  2. Click the ellipsis button at the top of the content pane.

    A context menu pops up.

  3. Click Add BIM to add a BIM subfolder.

    The Add new BIM folder to window appears.

  4. Enter a folder name.
  5. Optional: type a description.
  6. If applicable:
    • Enable Copy access rights from parent folder.
  7. Click Add.

    A pop up window informs you that the BIM subfolder is successfully added. The new BIM subfolder appears in the content pane.