How to manage default file folders

When a Job is created the following six (6) default file folders that will automatically be assigned under the JOBS > Files tab. [Completion photos, Customer files, Final artwork, Proofs, Survey and Permit files, Vendor files]

IMPORTANT: Any changes to the default folders over time will not affect existing jobs / file folders. We do not support default subfolder creation - subfolders must be create manually. 

Below you will find details on how to manage your default job file folders.

Add new default folders:
You can create any number of default folders.

1. Click on the Admin icon in the navigation bar on the left.
2. From the tabs on the left select Settings & Preferences.
3. Select Default Job File Folders > Add or edit Default Job File Folders.
4. Click Add new file folder (add multiple folders with additional clicks).
5. Click the blank field(s) to enter your folder name(s).
6. Click Submit to save your changes.

Edit the folder names:
Once updated new Jobs will automatically have the CURRENT default file folders assigned. 

1. Click on the Admin icon in the navigation bar on the left.
2. From the tabs on the left select Settings & Preferences.
3. Select Default Job File Folders > Add or edit Default Job File Folders.
4. Click the the folder name(s) you wish to edit.
5. Click Submit to save your changes.

Delete or Disable default folders:
You can disable the default folder feature by deleting all folder from the list.

1. Click on the Admin icon in the navigation bar on the left.
2. From the tabs on the left select Settings & Preferences.
3. Select Job Default File Folders > Add or edit Default Job File Folders.
4. Select the Trash icon next to the folder name to remove it from the defaults.
5. Confirm your selection to delete the folder.
    

~ Feature released 7.30.25