How to create folders within a project

After creating a project, you can create folders to store RFQs for better organisation.

Creating a folder within a project

To create a folder within a project:

1. Navigate to Projects > Projects from the main menu.
2. Locate the project you want to create folder to by using the quick search or filters.
3. Click on the Title of the project and or hover over the ellipsis icon and select View from the options.
4. Go to Folders on the left panel.
5. Click the New button at the top right corner and select Folder from the options.
6. In Folder Details section, update the following fields:
   • Project - This is automatically populated. (Required)
   • Title - Enter a title for the folder. (Required)
7. In Permissions section, select from the following option as to who can view or edit the folder.
   • Viewing
     • Visible only for the creator - The folder owner only can view the folder.
     • Visible for the following teams / users - Select which teams or users can view the folder.
     • Visible for everybody - Anyone in the organisation can view the folder.
   • Editing
     • Editable only by the creator - The folder owner only can edit the folder.
     • Editable for the following teams / users - Select which teams or users can edit the folder.
     • Editable for everybody - Anyone in the organisation can edit the folder.
8. Click Save.