Company Drive

Modified on Tue, 13 Jan at 12:13 AM

The 'Company Drive' in the files repository serves to securely store and share mission-critical and sensitive files, including proprietary plans, contracts, and other confidential documents. Access is limited to your company level so that the files can only be shared among the project team members within your organization.

The drive allows users to build custom folder hierarchies (including root, branch, and subfolders) manually or by importing a standardized structure from the company-level master list.
The drive is available in list view and tile view, similar to Google Drive and other popular online storage.
The folder and subfolders can be set up with access restrictions to allow only selected project team members from your company.
Any user with access to a file can add comments about it. The comments are visible to all users with whom the file is shared.
Users can leverage the built-in annotation tool to add comments, notes, and markups directly to PDF files. This streamlines collaboration by providing essential context within the document itself.

Note:
The system accepts file uploads from the local drive. To upload a file stored in a cloud service such as Google Drive, SharePoint etc., download it to your local drive before uploading.
Company drive accepts files of any format up to 50 MB in size. File preview is available only for formats supported by your browser, typically image files and PDFs.

The 'Company Drive' Screen

Ensure that you are in the files repository screen of the project management console. If not,
- Open the project management console
- Click the app launcher icon in the top-right and select 'Project'
- Select 'Drive' from the options on the left
Select the drive with your company name as the label to open the 'Company Drive'

By default, the company drive opens on the list view. You can switch between the list view and tile view at any time.

List View
Tile View

List View

The drive opens in the list view by default.

To return to the list view from the tile view, click the button on the top-right.

The table shows the hierarchical list of folders in your company drive. The 'Default View' shows all columns in the table. You can remove the columns you do not want to see from the table and save it as your custom view. See Customize Columns in List Views and Manage Custom List Views to learn more.

File Name- The label of the folder, subfolder, or file. The icon on the left indicates the type of item.
- - Folder or subfolder - Click the right arrow at the left of a folder or subfolder to expand it and access the contents in it. Right-click on the folder name for folder options.
- - Right-click any file name to view, download, share, or delete. For PDF documents, additional annotation tools are available.
Created Date - The date on which the folder or file was added to the drive
Last Updated - The date on which the recent change was made to the item, like renaming the item.
Created By - The name of the user who created the folder or uploaded the files
Company - The company to which the user belongs. By default, your organization
Access - The permission level of the folder/file. By default, 'Private' - meaning the item can only be shared among team members belonging to your organization
Parent Folder - The parent folder of the item. Applies only to subfolders and files

Use the 'Search' box located at the top left to find a template using any value from the table as search criteria
Right-click the column header and customize the display and order of the columns as you wish
The options at the top right allow you to filter the entries, create nested groups of entries, and manage personalized and customized views of the table. Use the links below to learn more about these:

Hover over a column header and click the icon to sort the rows in ascending or descending order of entries in that column.

Download the File list

Click the 'Download' button at the top-right to save a copy of the list in Excel format on your device or in the project repository for record-keeping and sharing. See Download List Views and Logs in Excel Format to learn more.

Tile View

Click the 'Tile View' button at the top-right to switch to the thumbnail view of the files and folders.

Import Folder Template for the Company Drive

The company drive features efficient file organization by categorizing and structuring files based on context, category, type, and source. This is achieved through predefined folder trees tailored to the specific project's requirements, the company’s operational needs, or other unique parameters.

Multiple drive templates are maintained at the company-level master list. Each template contains a predefined folder tree structure with a specific combination of labeled blank folders.
Select and implement the most suitable template at the project level to automatically generate the entire folder structure within the project drive.
Eliminate manual setup with empty folders that populate instantly based on the predefined template's hierarchical tree.
Retain the ability to add or remove folders at any time to adapt the structure to evolving project requirements.

To import a folder template

Ensure that you are in the company Drive screen in the drive module of the project management console. If not,
- Open the project management console
- Click the app launcher and select 'Project.'
- Select 'Drive' from the options on the left
- Select the drive with your company name as the label to open the 'Company Drive.'
Click 'Select Template' at the top right

All folder templates present in the company-level master list and available for selection are shown as a list.

Select the template to import the folders from by clicking its serial number
Click OK for the template to take effect

You can seamlessly select and import additional templates into the company drive at any time to expand or refine the folder structure. If a folder from the newly imported template shares the same label as an existing folder, the system automatically differentiates it by appending "(Copy)" to the folder name, ensuring clear identification and avoiding conflicts.

See the following section to learn more about: