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

1. Load files into any of your branch wide folders and sub-folders
2. Add a new editable (yellow) folder 
3. 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!

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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