Overview & background
Plan and file folders will automatically be ordered alphabetically. If you want to customize the order of plans, you can rename the plan folders by entering either a number or letter before the current title/name of the folder. This can be particularly useful if you would like your plans to be listed as they appear on your drawing index sheet.
When you set up your folder structure, the next time you create a new project you can clone the folder structure you have created.
How to adjust folder names
Step 1:
To add a new folder, select "+ New Folder" from the 'Plans' tab.
Step 2:
Click on the downward triangle next to the Folder name and choose 'Rename folder'.
Note: You can organize folder names alphabetically
Organizing folder names alphabetically
Note: You can also organize Folder names numerically
Organizing folder names numerically
Delete a folder
To delete a folder, simply select the inverted triangle next to the plan name, then select 'Delete'. You will then be prompted to confirm the deletion.
Note: When you delete a folder, you delete all plans within this folder. You can restore a deleted plan from the Trash Tab, but please note that all tasks pinned to a deleted plan will no longer be attached to the restored plan.
How to delete a folder