Files / 06

Share between projects with control

Grant access to files or folders from another job, distinguish shared from owned content and revoke access when needed.

5 minutes
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Contrato principal.pdfPDF · v2
Informe semanal.pdfPDF · v4
Especificaciones.docxDOCX · v1
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In this guide

What you'll learn

01

How share between projects with control works inside Perfour.

02

What information you need and how it stays connected to Files.

03

How to preserve traceability and find the record later.

Step by step

How to complete shared files

  1. 01

    Understand the objective

    Files organizes project documents in folders, previews supported formats and shares content with other jobs. This guide focuses on share between projects with control.

  2. 02

    Prepare shared files

    Choose a project and folder, use identifiable names and upload one or several files. Review upload progress and preview before sharing.

  3. 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. Shared content stays distinct from owned content and access can be revoked.

  4. 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.

FAQ

Frequently asked questions

What is shared files 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 share between projects with control?+

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. Shared content stays distinct from owned content and access can be revoked.

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.