How do I update my Document structure?

Documents within a project are organized in a 3-tiered structure, listed below, each with the ability to create an unlimited number of items; customized to your organization's needs. Guidance on updating all 3 areas are provided below.

1. Group(s)
   
2. Menu(s)

   Helpful Hint: This is where access rights are assigned for all user roles.

3. Folder(s)

   Helpful Hint: Folders can also have sub-folders created, as applicable.

To add a new document Group:

1. Go to My Projects and select the project you wish to update.
2. From inside the project, click the red gear icon on the right-hand side of the page to open Project Admin Settings. 

   Helpful Hint: If you don't see the red gear icon, then you do not have access to make this change. Please check with your Site Admin to get the changes made that you need.

3. Under" "Document Mgmt", click Document Groups.
4. Click + Group in the top-right corner.
5. Enter a name for the Group and click the Save icon.
   

   Helpful Hint: This will be the name that appears on the left-hand menu to access the new document group.

6. Repeat Steps 4 & 5 to add additional groups as needed.

   Helpful Hint: The 6-dot icon can be click to drag and move group ordering.
   

7. Proceed to the next section to create a new Menu for the Group.

   Helpful Hint: User access rights are assigned at the Menu level, so this is required to make sure that the users who need access are assigned.

To add a new document Menu:

1. Go to My Projects and select the project you wish to update.
2. From inside the project, click the red gear icon on the right-hand side of the page to open Project Admin Settings. 

   Helpful Hint: If you don't see the red gear icon, then you do not have access to make this change. Please check with your Site Admin to get the changes made that you need.

3. Under" "Document Mgmt", click Document Groups.
4. Select the group you wish to update (ex. New Group).
5. Click + Menu.
6. Enter the Menu name.
7. Scroll down to assign access rights for applicable user role(s) under Manage Access Rights.
8. Click Save in the top-right corner to finalize the changes.
9. Refresh the browser page to see the new Group displayed on the left-hand side within the Documents module, and select it to see the new Menu created within it.
10. Proceed to the next section to create a new Folder for the Menu.

    Helpful Hint: Folders are created at the Menu level, so this is required to have a place to upload files within the project.

To add a new document Folder:

1. Go to My Projects and select the project you wish to update.
2. From inside the project, click Documents
3. Click the applicable Group (ex. Planning, Construction, Closeout, etc.)
4. Next to the applicable Menu (ex. Design Survey), click the 3-dot icon and select + Folder.
   
5. Enter a folder Name.
6. Click Save.