Move documents where they are needed
Reorganize files between folders, including in batches, while keeping the project structure current.
Carpetas
What you'll learn
How move documents where they are needed 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 file organization
- 01
Understand the objective
Files organizes project documents in folders, previews supported formats and shares content with other jobs. This guide focuses on move documents where they are needed.
- 02
Prepare file organization
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. Moving content in batches avoids repetitive work.
- 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 file organization 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 move documents where they are needed?+
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. Moving content in batches avoids repetitive work.
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.