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Manage Document Folders

To access Folder Management:

  1. On the BuildPro Home page, click the Manage Document Folders link in the Document Management box. The Manage Document Folders page opens.

View more information about the Manage Document Folders page columns.

  1. Click on the down arrow next to a folder to view its subfolders. The down arrow changes to an up arrow.

  2. Click on the Folder Name to view the Folder Detail, which appears on the right side of the page. (If the folder contains subfolders, they will appear under the folder.)

 

To edit an existing folder:

  1. On the Manage Document Folders page, click on the Folder Name of the folder you want to edit. The Folder Detail appears on the right side of the page.

  2. Edit the Folder Detail as necessary.

  3. Click the Update Folder button at the bottom of the page.

 

To add recurring subfolders:

  1. On the Manage Document Folders page, click on the Folder Name of the folder you want to edit. The Folder Detail appears on the right side of the page.

  2. Click the Edit Recurring Subfolders button. (This option only appears in Company or Division level folders.) The Recurring Folder Maintenance pop-up window opens.

  3. Choose the Level, Folder Name, Active Status, Access, or Doc Upload options.

  4. Click the Add Recurring Folder button.

 

To edit existing recurring subfolders:

  1. Open the Recurring Folder Maintenance pop-up window.

  2. Edit the Level, Folder Name, Active Status, Access, or Doc Upload options.

  3. Click the Update Recurring Folder Update & Close Window button. The updates to the recurring subfolders appear in the Folder Detail.

 

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