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Categories group a project’s documents by purpose, so you get “Drawings” and “Submissions” rather than one flat list of files.

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How categories work

Each project type has its own set of categories, shared by every project of that type in your firm. A default set is created when your firm is set up. Every project also has General Documents, where files go when you do not pick a category, and Finance, where generated invoices, receipts and accepted quotes are filed automatically. Finance is for Partners and Admins: Architects cannot see those files or download them, and they do not appear in the project’s recent files.

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File a document in a category

Drag files onto a category on the project’s Documents tab to upload them straight into it. To move a document that is already uploaded, open it and change its Classification.

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Manage the categories

Partners and Admins only. From any project’s Documents tab, click + Category to add one, the pencil icon to rename, the handle to drag it into a new position, or the bin icon to delete.
Changes apply to every project of that type, not just the one you are looking at.
Deleting a category does not delete its documents; they move to General Documents. General Documents and Finance cannot be renamed, reordered or deleted.
Keep the list short and consistent. Five to eight categories is usually enough, and over-categorising makes filing slower rather than tidier.
Changing a project’s type moves its type-specific documents to General Documents. Finance files stay in Finance.

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Next steps

Upload documents

Getting files onto a project.

Project types

Why categories depend on the type.