View, add, edit, or delete folders

Manage Document Folders - Page Columns

Folder Detail

• Folder Name - Displays the folder name, which the user can edit..

• Folder Description - Describes the contents of the folder. This description is displayed as a tool tip when the user moves the cursor over the folder name.

• Folder Status - If the folder is active, all Document Mgmt users can see and access this folder. If the folder is inactive, only Document Folder Admins can view and access this folder.

Business Controls

• Allow Subfolders - For the initial version of Document Mgmt, all manually created folders have this option set to No. Only system folders can have subfolders.

• Allow Supplier Access - Yes means SupplyPro users have access to the contents of this folder. When a BuildPro user uploads a document, the user chooses which suppliers are allowed to access the document. No means that SupplyPro users cannot access the contents of this folder.

• Allow Supplier Upload - Yes means SupplyPro users can upload documents into this folder. Any documents that suppliers upload will be counted against the builder’s total allowed disk space. No means that SupplyPro users cannot upload documents into this folder.

• Doc Types Allowed - In the initial version, all supported doc types will be allowed in all folders. A future version will allow admin users to control which doc types are allowed in each folder.

Company Recurring Subfolders

• Level - Displays the org level at which the recurring subfolder will be created. Company users can set up recurring folders for regions and divisions. Division users can set up recurring folders for subdivisions, phases, and jobs.

• Subfolder Name - Name of the recurring subfolder which will be inserted when a new org is created at the designated org level.

Folder Retention Policy

• Non Job Level Documents - All folders at org levels other than a job: Company, Region, Division, Subdivision, and Phase.

• Event - Date the document was uploaded into BuildPro.

• Retention Period - The user can choose a time period for keeping the document active, which starts from the event, the date the document was uploaded into BuildPro. After the assigned time period is complete, the documents are archived.

• Job Level Documents - All folders at the job level.

• Event - Date the job closes.

• Retention Period - The retention period automatically uses the builder’s archive period from BuildPro. After the retention period is complete, the documents are archived.