Create and Edit a new Customised Folder

RAVE allows you to create your own files folder(s) with their own permission sets, with the option of saving a folder template to load your folders automatically into any future job, or as required.  These customisable folders are displayed in a teal colour vs the black of our default/set folders.  

To create a new files folder:

1. From the Files sub-tab, we click on the ‘New Folder’ button at the top right of the page 
   
   
2. Then via the 'Add New Folder' pop-up, we give our new folder a name
   
   
3. Next, we set the folder's viewing (access) and upload permissions.
   
   We have three internal permissions: 
   • The ‘Project Staff’ permission - only allows Office Staff, as listed on the project's ‘People's tab, to view and access this folder.
   • The ‘Branch Owner’ option - only allows those with Branch Owner permissions to view and access this folder.
   • The ‘All Branch Staff’ permission - allows all banch staff users (office staff and projec managers) to view and access this folder.
     
     We have four external permissions - 'Site Manager', 'Site Staff', 'Client(s)' and 'Contractors'
   • None' - no visibility/no access - is the default access level for external permissions 
   • ‘View Only’ - in which they can access/view but cannot upload any files to this folder
   • ‘Upload & View Own’ - meaning they can only view the documents they have uploaded to this folder
   • ‘Upload & View All’ - where they can view all the files in this folder + upload files to this folder too 
     
     
4. Once you are happy with the folder name and the access/viewing permissions - click the 'Save Changes' button to confirm
   
   
5. This will create your new customised folder
   
   
   
   

To edit (the name or viewing/access permissions) or delete a customised folder:

Only the teal-coloured/customisable folders can be edited - (change the folder name and viewing/access permissions).  

To edit a your customised folder: 

1. From the Files sub-tab, scroll down the page until you find your customised folder name
2. Look over to the right-hand side of the page, and click 'Edit' button to left-hand side of the page
   
   
   
3. This will open the Edit Folder pop-up window - allowing you to update your name and viewing/access permission details as required.
4. Once you've made all necessary changes, click the 'Save Changes' button to confirm, or 'Cancel' to cancel the update.
   
   
   To create a sub-folder (within a customisable folder):
   
   You also have the ability to add a subfolder(s) of any customisable folder. 
   
   To add a sub-folder: 
   1. From the Files sub-tab, scroll down the page until you find your customised folder 
   2. Click on the 'Add a Sub-Folder' button, found below the folder name
      
      
      
   3. This will open the 'Add a Sub-Folder' pop-up window - allowing you to give your sub-folder a name
      
      Note:  Unlike a customisable folder, the sub-folders viewing/access permissions mirror the parent folders permissions - these are NOT editable at a sub-folder level.
      
      Once you've named your sub-folder, click the 'Save Changes' button to confirm, or 'Cancel' to cancel the action.
      
      

To edit a sub-folder: 

1. Look over to the right-hand side of the page, and click the 'Edit' button
2. This will open the 'Edit Sub-Folder' pop-up window - allowing you to update your sub-folders name
   
   Again, unlike a customisable folder, the sub-folders viewing/access permissions mirror the parent folders permissions - these are NOT editable at a sub-folder level.
   
   
   
   To delete a folder or sub-folder: 
   1. Look over to the right-hand side of the sub-folder click the 'drop-down' option to the right of the 'Edit' button
   2. Click 'Delete' and confirm the deletion by clicking the pop-ups 'OK' button