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Managing Project Documents

This article explains how to organize, upload, and share project documents in INGENIOUS.BUILD for easy access and collaboration.

Jackie Weinstein avatar
Written by Jackie Weinstein
Updated over a week ago

Overview

The redesigned File Manager in INGENIOUS.BUILD streamlines document organization and sharing by consolidating all files into one view, enabling bulk actions, improving upload feedback, and enhancing file security for more efficient collaboration.


Process

Access Project Documents

  • Navigate to your project menu and select Documents.

    This opens the File Manager, where you’ll see all files, both your own and those shared with you, in one unified view.


Add Files or Folders

  • Use the options in the upper-right corner to:

    • Add a New Folder: Create a dedicated space for specific files.

    • Upload Documents: Add files to an existing folder.


Search, Filter, and Bulk Actions

  • Use search and filters to quickly locate documents.

  • Sort files by upload date, user, or file name.

  • Select multiple files to perform bulk actions such as:

    • Download

    • Archive (replaces deletion for safer handling)


Archiving Files

  • Instead of deleting files, use the Archive option.

  • Archived files are preserved and can be restored later.

  • This ensures important data is never accidentally lost.


Improved Upload Experience

  • Files are automatically scanned for viruses.

  • Uploads include clear feedback, including progress indicators and any errors that may occur.


Sharing Files

By default, newly created folders are private.To share files:

  • Click the three-dot menu next to the file or folder.

  • Select Share and adjust permissions as needed.


This guide helps you master project organization. The File Manager makes managing files faster, safer, and more collaborative with easier uploads, better visibility, and flexible sharing—all in one place.


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