Manage custom Folders and Files at a Branch Level – New Feature
Recently, clients have asked if we could enhance our File Management system – allowing them to create Folders as well as manage files/documents across all Projects. And this week, RAVE has delivered!
A new Site/Build sub tab named “Files” has been added to RAVE for those with Branch Owner logins, allowing Branch Owners to add custom folders and sub-folders, and manage files within these, to be shared across all Projects!
Some examples of this update coming in handy… Do you have a tender submission guide (document), you would like loaded into all project’s ‘Tender’ folders – now and moving forward? Or do you want to create a new master reference folder – plus a Health and Safety sub folder for all projects, including a few Health and Safety policy documents? Well, now you can! Below is a quick run through of the screens, and how this works.
Those with Branch Owner permissions can access the new Files tab via Site/Build > Files.
The branch Files sub-tab will display your Project’s default folders – from here you can
- Load files into any of your branch wide folders and sub-folders
- Add a new editable (yellow) folder
- Add a sub-folder to an existing editable (yellow) folder
And, here are some detailed steps on these actions.
Load files into any of your branch wide folders
- From the Files sub tab, select the folder you want to load into.
- Drag and drop, or click to open your document browser, to load your file(s)
Add a new editable (yellow) folder
- From the Files sub tab, click on Add a folder
- Give the new folder a name
- Decide if the folder is to be made visible in your projects (or kept hidden for now)
- And if made visible, set viewing permissions for all user types – either no visibility or view only file permissions
Add a sub-folder to an existing editable (yellow) folder
- From the Files sub tab, click on Add a folder
- Give the new folder a name
- Select Add as a Subfolder
- Select an editable folder to add the sub folder too
Decide if the folder is to be made visible, or kept hidden for now- And if made visible, set viewing permissions for all user types – either no visibility or view only file permissions
The new folders and/or document will be immediately updated – if you have selected the “Show in Projects” check box – they will be viewable in all of your projects.
So, there’s the new feature plus a rundown on how to use it in practice, once again a simple addition that can make a world of difference when you (and your building partners) need ease of access to important files across projects!
As always, if you need any support with RaveBuild, we encourage you to reach out to us at support@ravebuild.co.nz or call us at (NZ) 07-210-2228 or (AUS)1800-179-163