Folder Structure
How to organize your project using folders, collection folders, document sets, and smart views.
- Smart ViewsWith smart views, you can create your own overviews of files you need often. This makes it easier to organize documents, quickly find relevant information, and collaborate on projects.
- Document SetsWith document sets, you can create fixed collections of files or specific versions of those files. You can easily share a set with both Prostream users and people outside of Prostream. Lock a set to prevent further changes to its content. The log always shows you exactly what has happened to a set.
- Collection FolderThe collection folder is a temporary storage location where you can save files from different folders or search results. The files also remain in their original locations. From the collection folder, you can perform multiple actions at once, such as viewing, sharing, or viewing together in the BIM viewer.
- FoldersTo upload documents to Prostream, you must first create folders. There are two ways to do this: add a single folder or upload an entire folder structure at once.
- Add instructions for use to a folderAdd a brief set of instructions to a folder, for example, to explain to external users what should be stored in that folder.
- Set Folder ColorAssign a unique color to folders so you can quickly identify them in the folder structure. The color is visible to all users with access to the folder. By default, folders are yellow. You can set a unique color for each folder.
- Categorized viewThe categorized view groups documents by folder, so you can quickly keep track of everything when working with documents from multiple folders at the same time. Each folder group displays its own columns based on the configured metadata template.
- Quick Access (Favorite Folders)Do you work on multiple projects and find yourself constantly looking for the same folders? Add them to Quick Access to access them instantly—even across projects.
- Log for FoldersDo you want to know who renamed, moved, or modified a folder? Every folder has a log, just like documents.