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Default Folders

Configure automatic folder structure for new projects.

Overview​

Default Folders automatically create a consistent folder structure when new projects are created. This ensures every project has the same organization for documents and files.

Accessing This Setting​

  1. Go to Settings > Projects > Default Folders

Configuration Options​

Creating Folder Structure​

  • Folder Name - Name of the folder
  • Parent Folder - Nesting within other folders
  • Order - Display order
  • Description - Purpose of the folder

Common Default Folders​

  • Contracts
  • Estimates & Proposals
  • Plans & Drawings
  • Permits
  • Photos
    • Before Photos
    • Progress Photos
    • Completion Photos
  • Selections
  • Correspondence
  • Invoices

Folder Permissions​

  • Control which roles can access folders
  • Set read-only or full access

Using Default Folders​

When a project is created:

  1. Default folder structure is automatically generated
  2. Folders appear in the project's Documents section
  3. Team members can add files to appropriate folders