Adding and Managing Locations in Project Folders

1. Overview of Project Folders 0:01

Projects Folder Overview:

• Navigate to the projects section.
• Select a project record (e.g., ‘once in future cane’).
• Review existing folders (e.g., ‘Diversant houses package’ with three folders).
  

2. Adding a Location to Multiple Folders 0:24

How to add a location to multiple folders:

• Click ‘Add a Location’.
• A modal opens with options to add to existing folders.
• Select multiple folders (e.g., ‘Rivers’ folder and ‘Unfiled’).
• Option to create a new folder on the fly (e.g., ‘Swimming pools’).
• Click ‘Update Package’.
  

3. Viewing and Managing Locations 1:57

How to view and manage locations:

• After adding, check the location in the selected folders.
• You can also add or remove locations individually from within the package.
  

4. Removing Locations from Folders 2:26

How to remove locations from folders:

• Click the ‘X’ to remove a location from a specific folder.
• Use ‘Actions’ to remove from all folders or selected folders.
  

5. Moving Locations Between Folders 4:03

How to move locations between folders:

• Choose ‘Move’ to transfer a location to a different folder.
• If moving to a folder where it already exists, it will not duplicate.
  

6. Adding Notes and Photos 5:13

How to add notes and photos:

• Notes are specific to the location within each folder.
• Photos are shared across all folders for that location.
  

7. Previewing Package Contents 6:11

How to preview package contents:

• Save changes and preview the package.
• Folders with zero locations will not display.
• Total locations count includes duplicates across folders.
  

8. Feedback and Questions 7:03

Encourage users to ask questions or provide feedback on the new functionality.

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For more information on how to add and manage locations in project folders, watch this video.