Functionality in the different folder types
These folders are like Windows Explorer folders. The main difference from and advantage over Windows Explorer folders is that Interaxo folders can be shared with all project team members, and have version tracking for the files.
In a simple folder you can:
- add files
- create simple folders
- create active folders with or without workflow
Tip: You can copy one entire folder structure from Windows Explorer into Interaxo.
This folder type makes it possible to add additional data and information to the files, known as an entry.
We recommend using active folders to ensure a good structure and the retrieval of files. You can sort, group, filter and search for metadata related to your files. You can also gather several files which belong together in the same entry.
In an active folder you can:
- Create entries with attached files
- Add comments to entries
- Action logs, distribution logs about e.g. who edited or deleted a file etc.
You should use an active folder for, for example:
- Drawings which contain data such as drawing number, type, title and revision number
- All documents you would like to be searchable in a simpler way than only by its file name.
Active folder with workflow
Blue folder with arrows. The active folder with a workflow works the same way as an active folder. The difference is that this folder type also supports a workflow process. Examples of when an active folder with workflow will be useful:
- Approving drawings
- Change orders
- Case clarifications
- Attesting travel expenses
- Contract approval
In an active folder with a workflow, there are steps which describe the process that the entries/files are undergoing.
BIM folders are available in Interaxo Pro. This folder type is used for storing BIM files (.ifc). It includes a viewer for IFC.