---
title: How to Manage and Update Project Folders and Documents
description: project files, files, folders, add folder, add files, upload files, delete files, download files, move files, delete folders
---

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# How to Manage and Update Project Folders and Documents

## Managing documents and files is a crucial part of staying organized on your construction projects. Here’s how general contractors can add, edit, or delete documents and folders within an existing project workspace.

<iframe src="https://watchclueso.com/embed/qnihpgr2hjhzeoqf" style="position: absolute; top: 0; left: 0; width: 100%; height: 100%; border: none;" loading="lazy" allow="fullscreen; autoplay; picture-in-picture" allowfullscreen>
  </iframe>

 

**Step 1:** Open the **My** **Projects** tab from the main workspace panel.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/fab668b3-afbc-4be0-a2fb-8129d04db3df.png)

**Step 2:** Select the project you want to manage.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/d3995543-1af7-4752-8e56-63fe5b66af38.png)

**Step 3:** Navigate to the **Files** tab inside the selected project.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/b59924aa-52db-4844-8a34-013daf4c30f7.png)

**Step 4:** In the project files section, choose between creating a **New Folder** or **Upload** a saved file document.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/83a3e2f4-bec1-4c54-b0bf-435d43433896.png)

**Step 5:** Enter a folder name, then click **Save**.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/a66e140f-845e-439c-9b20-2fbe9ad04743.png)

**Step 6:** To move documents into a folder, click the **three dots action menu** at the end of the row.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/096cac86-1599-4e03-8ec1-85254cd1c6a1.gif)

**Step 7:** Click **Move**, then choose the destination folder, and select **Move Here**.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/5f1b5594-4f48-4cde-88bd-42abf5347062.gif)

**Step 8:** To rename a folder or file document, select the **three dots action menu** next to it, then choose **Rename**.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/de7d51a2-078b-433d-81d0-3e4d349ba8dc.gif)

**Step 9:** Enter the new name and click **Save**.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/c8facb02-9e41-41b1-874b-97facc49ac2c.gif)

**Step 10:** To delete a folder or file, use the **three dots action menu**, select **Delete**, then confirm your choice when prompted.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/63c8cf23-4911-4ef3-9653-8b2728a8eecc.gif)

---

### Adding, Editing, or Deleting Files through Project Edit Mode

**Step 1:** From the project page, click **Edit** in the top right corner.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/0e751f20-b91f-488f-a56c-bd9fcd181ba4.png)

**Step 2:** Under the **Files** tab, click **New Folder** and enter a folder name. Then, click **Save**.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/e0bbd1a7-a829-4ebf-afa9-9627aab1c7b2.gif)

**Step 3:** To upload a file document into a folder, select the folder then click **Upload** or **Browse** to locate and upload the file from your computer.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/2f10626f-9cff-457c-ad7e-edc587a02690.gif)

**Step 4:** To **delete** a file or folder, click the **three dots action menu**, choose **Delete**, and confirm.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/1c93d558-9332-4593-8b05-e3ab1f032dbd.gif)

**Step 5:** Once you’ve added or updated files and folders, click **Next** in the upper right. You’ll see a the option to notify project recipients or viewers of the project by email (excluding those who are not bidding) make your selection, then click **Notify**.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/0926c751-4516-4ba5-9e2d-ea81dd02e400.gif)

---

### Working with Default and Uploaded Folders

**Note:** Default folders cannot be moved, renamed, or deleted. You can download documents inside these folders.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/af986806-1ece-4158-aa6f-4720578f8653.gif)

**Step 1:** Identify default folders in the **Added By** column—they’re marked accordingly.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/8e4b9928-7820-4a26-a742-643de572ba3c.png)

**Step 3:** Download files from any folder you’ve created or from default folders by clicking the **three dots action menu** next to the file.

![](https://usercontent.us.prod.clueso.io/cb1eec54-ce60-4478-88c6-e890ec0f0a12/e9a6720a-a278-48cb-95e7-918b3485c527/f691df35-db60-4508-8f65-36c2fead095a/images/29cc9622-6051-4e18-afea-29d288220076.gif)

As a general contractor, keeping your project files organized makes it easier to manage documents, collaborate with your team, receive accurate bids, and keep your projects moving forward.

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