How to Access and Organise Your Files

Within each project, you’ll see all your associated files. You can organise your files with folders, upload multiple files at once, preview every file with a click, and manage file permissions with ease.

Here we’ll go through all the different things you can do with Files on Houzz Pro.

Organise with folders

Create folders and even folders within folders to keep your project organised. Just click the “Create Folder” button to do this. You can customise the folders names, viewing permissions, and star your favourites.

Access deleted files

In the “Bin Folder” button in the upper-right, you can access deleted files at any time. By hovering on a deleted file, you’ll see 3 horizontal dots where you can access more actions, such as restoring the file or deleting it forever.

Search and filter through files

Search for a file or folder name, or filter by upload date, file type, or to which documents the file is attached – such as an Estimate, Proposal, Invoice, or Purchase Order. You can also turn on the “Show starred only” toggle in the upper-right to narrow down the list to only your favourite files.

Upload files

There are several ways to upload new files – and you can upload multiple files at once. You can either drag and drop files from your computer to project’s Files page or click the “Upload Files” button to select from your computer’s files. Files can be uploaded to folders or standalone.

File types that can be uploaded include: images, videos, PDFs, Word documents, Excel spreadsheets, and text files.

Preview your files

Just click on a file to open its preview and see the file details, such as when it was uploaded, when it was last modified, who uploaded it, the file type, the file size, who the file is shared with, which folders the file belongs to, if any, and which documents the file is attached to.

Manage file access

You can control who has permission to view specific files in two ways. The first is to hover on a single file, right-click or click the three horizontal dots on the right, and choose Manage Permissions from the dropdown.

The second method is ideal for managing multiple files in one action. If you need to make bulk changes to file permissions, simply select the checkboxes to the left of the desired file names, right click or click the three horizontal dots on the right, and choose Manager Permissions from the dropdown.

Access more actions

Right-click on a file for more actions, such as viewing attachments, opening the file, managing the file permissions of who can view it, moving the file to a different folder or out of a folder, duplicating the file, starring the file to your favourites, downloading the file to your computer, renaming the file, or deleting the file. To access these actions, you can also hover on the file and click the three horizontal dots on the right or select the checkbox on the left of the file name and select from the actions that appear in the upper-right.

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