Find information without browsing folders
Use names, metadata and search to retrieve content quickly. A consistent structure scales with the project.
Carpetas
What you'll learn
How find information without browsing folders works inside Perfour.
What information you need and how it stays connected to Files.
How to preserve traceability and find the record later.
How to complete document search
- 01
Understand the objective
Files organizes project documents in folders, previews supported formats and shares content with other jobs. This guide focuses on find information without browsing folders.
- 02
Prepare document search
Choose a project and folder, use identifiable names and upload one or several files. Review upload progress and preview before sharing.
- 03
Complete the workflow in Perfour
Create nested folders, upload documents, review versions and move them as the structure evolves. Share files or folders with projects that need them. Consistent names and metadata speed up search.
- 04
Review relationships and traceability
Files can support RFIs, submittals, quality checks, tasks and conversations. Shared access preserves the source project's context. Use clear names, verify file versions and review permissions before sharing or deleting sensitive documents.
Frequently asked questions
What is document search and what is it for?+
Files organizes project documents in folders, previews supported formats and shares content with other jobs.
What information do I need to find information without browsing folders?+
Choose a project and folder, use identifiable names and upload one or several files. Review upload progress and preview before sharing.
How is this process completed in Perfour?+
Create nested folders, upload documents, review versions and move them as the structure evolves. Share files or folders with projects that need them. Consistent names and metadata speed up search.
Which other modules does it connect with?+
Files can support RFIs, submittals, quality checks, tasks and conversations. Shared access preserves the source project's context.
What should I check before considering it complete?+
Use clear names, verify file versions and review permissions before sharing or deleting sensitive documents.