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Add File Categories to Site Pages

Roles & Permissions

Add File Categories to Site Pages

When you click to add a Category to your file, you may notice that there are only four Categories: No Category, Site Plan, Site Map, SWPPP. Here's how to add your own!

Last updated on 30 Aug, 2021

 

1. On the Project page you'll see the Recent Activity widget which contains a tab for Files

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2. When you click to add a Category to your file, you may notice that there are only four Categories

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3. You can add more Categories by going to Settings in the top right corner, and scrolling down to click File Categories

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4. Then click Add Site File Category

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5. Enter any name for the Category that you'd like. We often see new Categories created for files like: Images, Monthly Inspection Report, NOI/NOT. Then click Save!

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