Give project files a clear structure
Create nested folders for contracts, reports and deliverables. Teams can locate documents without relying on personal archives.
Carpetas
What you'll learn
How give project files a clear structure 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 project folders
- 01
Understand the objective
Files organizes project documents in folders, previews supported formats and shares content with other jobs. This guide focuses on give project files a clear structure.
- 02
Prepare project folders
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. Nested folders give every document a clear place.
- 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 project folders 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 give project files a clear structure?+
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. Nested folders give every document a clear place.
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.