How to organise documents in folders

BRS keeps documents in folder trees at several levels:

• Company Files, Site Group Files, Standard Files — from the Folders menu (Administration › Folders).
• Site Folders — from a site's own menu when the site is open (see recording results for where visit paperwork lands).

Steps

1. Open the folder area you need. The current folder name is shown at the top.

   

2. Add New Folder (folder icon) creates a sub-folder; Add New Files (file icon) uploads documents into the current folder.

3. Click a folder to open it; use the row controls to rename or delete. What you can add or delete depends on your permissions.

Folder structures

A folder structure is a template of folders applied to a new site so every site starts the same shape. Structures are maintained under Administration › Standards › Folders, and chosen when you add a site or retrieve one. To restructure folders across many existing sites at once, see Bulk site folder changes.