Document Management Quick Start

Steps

1. Establish Document Folders

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Before you add document folders, let's talk about the best use of document folders.

• Each BuildTopia account can have a maximum of 100 folders
• Folders are utilized to organize documents and manage permissions. For example you can create a Sales folder that only persons with Sales folder access will be able to view. If you did not want your warranty department to see Prospect/Buyer information, you would not give access to that folder for the warranty service persons role.
• To get started create the following folders;

• As you can see below the Lot and Data Library folder have the same permissions, so in this case having two folders is solely for organizational purposes.

Click here to learn how to add document folders.

2. Create Roles

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Creating roles allows you to grant permission to folders based on user's need to view documents.

• Once you have established folders you then decide which users can have access to which roles.

Click here to learn how to create internal roles.

3. Associate Document Roles

Once you have created your roles you must associate each user to a role.

Click here to learn how to associate document roles.

5. Establish Document Settings

These settings will establish your default settings, number of revisions to keep and allow you to view your disk quota.

Click here to learn how to manage your document settings.