Find information without browsing folders
Use names, metadata and search to retrieve content quickly. Consistent organization scales even when a job accumulates thousands of files.
What you'll learn
How find information without browsing folders works inside Perfour.
What information you need and how it stays connected to Drawings and files.
How to preserve traceability and find the record later.
How to complete document search
- 01
Understand the objective
Drawings and files form the project's document record. Perfour organizes them in folders, previews supported formats and keeps each document beside the process where it is used. This guide focuses on find information without browsing folders.
- 02
Prepare document search
Choose the project and folder, use an identifiable name and upload the file with its type and context. For drawings, confirm names and processing before distribution.
- 03
Complete the workflow in Perfour
Create the folder structure, upload documents or drawings, verify preview and share them with the right participants. Replacements and revisions should preserve a clear reference. Consistent names and metadata speed up search.
- 04
Review relationships and traceability
A file can support RFIs, submittals, quality checks, tasks, conversations and Daily Logs. Linking it avoids context-free copies and helps locate the related decision. Use a naming convention, avoid ambiguous duplicates and confirm the team can access the correct revision. Review permissions before sharing contractual or sensitive information.
Frequently asked questions
What is document search and what is it for?+
Drawings and files form the project's document record. Perfour organizes them in folders, previews supported formats and keeps each document beside the process where it is used.
What information do I need to find information without browsing folders?+
Choose the project and folder, use an identifiable name and upload the file with its type and context. For drawings, confirm names and processing before distribution.
How is this process completed in Perfour?+
Create the folder structure, upload documents or drawings, verify preview and share them with the right participants. Replacements and revisions should preserve a clear reference. Consistent names and metadata speed up search.
Which other modules does it connect with?+
A file can support RFIs, submittals, quality checks, tasks, conversations and Daily Logs. Linking it avoids context-free copies and helps locate the related decision.
What should I check before considering it complete?+
Use a naming convention, avoid ambiguous duplicates and confirm the team can access the correct revision. Review permissions before sharing contractual or sensitive information.