Smart Folders


A smart folder is that whose contents are partly or completely determined by a set of rules that you have created. Smart Folders are designed to bring related items together, no matter where they are actually stored in your system.  Smart Folders are virtual folders; your drawings might be spread across different folders, but a Smart Folder will collate them in one place. It does not move the original files – it’s just displaying them together.

Smart Folders will always be up-to-date with the items that you have told them to look for. Each folder will store items based on the rules or criteria defined.

You can categorize the work send to you into different folders and then work with objects in these folders. Entire work allotted to a person can be organized using Smart Folders. The term work refers to documents, correspondences, transmittals and tasks. Document related and task related operations can be carried out from the Smart Folders. In short you can manage your To-Do-List from Smart Folders.  

When a user logs in to SmartProject all the folders created by the user and folders published for the user are displayed. If the user is logging in for the first time, and if there are no folders published to the user, empty “Smart Folders” folder (root folder) is displayed in the left navigation pane.

For more information on working with smart folders and important operations that can be carried out from smart folders refer the following navigation table.

To

See

Create Smart Folder

Creating Smart Folders

Define Smart Folder rules

Creating Rules and Defining Rule Criteria

Publish smart folders 

Publishing Smart Folders

Import smart folder structure

Importing smart folders

Open Smart Folder

Opening Smart Folder

Work from document smart folder

Working from Document Smart Folder

Work from tasks smart folder

Working from Tasks Smart Folder

Search for Smart Folders

Searching for Smart Folders

Add folders to favourites

Adding folders to favourites

Consolidate review comments

Consolidating interdepartmental review comments

Generate document links 

Creating document links

Comment using Bluebeam sessions

Managing Live Commenting Sessions