Folder Management Rules:

• Every org level (e.g., division, job, etc.) has its own system folder. When a new org is created, a system folder is automatically added to the company’s folder structure.

• Users can view and update folders up to their org level. Users can view but not update folders above their org level.

• A company user can set up recurring subfolders for regions and divisions, which are automatically added when a new org at that level is created.

• A division user can set up recurring subfolders for phases, subdivisions, which are automatically added when a new org at that level is created.

• Manually created folders cannot have subfolders. Only system folders can have subfolders.

System Folders

The Document Management system has a standard set of folders known as system folders. For each BuildPro company, a system folder is automatically created for each org level: Company, Region (not all builders have regions), Division, Subdivision, Phase, and Job.

Recurring Folders

Folder Admins can create recurring folders, which are automatically added to a new system folder when it is created. For example, if a user wants every job to have folders for Phone List and Active Communities, the user could set up two recurring folders at the job level called Phone List and Active Communities. When a new job is created, a Job system folder is created for it that also automatically includes two folders called Phone List and Active Communities.