Create a Document Folder

Main folders are the top level of the project's document library. Getting the structure right early matters more than it looks, because everyone on the project navigates by it and folders are harder to reorganise once files are filed against them.

Step By Step Guide

OPEN DOCUMENTS

Select "Documents" in the Plexa sidebar, then select "Create New Main Folder"

The Create New Main Folder button highlighted in the Documents module with an arrow pointing to it

NAME IT

Enter a "Folder Name", then select "Save"

The Create Main Folder window with the Folder Name field marked 1 and the Save button marked 2

1 "Folder Name" · 2 "Save"

Agree the folder structure with the project team before creating it. Renaming a folder later is easy; unpicking files filed into the wrong structure is not.

Naming That Stays Usable

  • Name folders for what they hold, not who created them — Structural Drawings, not John's uploads
  • Keep the top level short. A dozen main folders is navigable; forty is not
  • Match the naming your organisation already uses on other projects, so people arriving mid-job know where to look

Notes & Recommendations

  • Folder permissions follow the project. If a colleague cannot see a folder you created, their role does not include it
  • "More Menu" holds bulk actions once folders exist — transmitting, moving and downloading in bulk
  • Documents arriving from email are filed automatically into "Outlook Attachments" rather than your structure, so review that folder periodically

Need More Support?

For Individual requests related to using Plexa Tools, Contact PLEXA SUPPORT

Email: support@plexapro.com

Phone: 1300 117 140

We're here to help you get the most out of Plexa.