A project Contributor, Manager, or Administrator may upload documents and folders to Firmex. The different methods of uploading to Firmex are:
- Drag-and-drop folders and documents (through web browser or Desktop application)
- Importing a list of folders via spreadsheet
- Email In documents
- Creating folders manually (see below video)
Creating folders manually
You can build out your folder structure manually as well. First, you'll want to make an index (also called a directory):
- In the Documents tab, right-click Document Sharing on the left
- Select Add Index (or Add Directory)
- Name the index and click enter
To add folders and sub-folders within the index:
- Right-click the folder you'd like to build out
- Select Add Folder
- Name the folder and click enter
The numbering schema can be changed in the Settings tab. See this article for instructions: Numbering settings and schema
Related Resources
- Visibility of information in your project
- What is Email In and why should I use it?
- Import request list via spreadsheet
- Document Exchange for Desktop
- Truncation when downloading documents