File Storage System Overview & Navigation

📁 File Storage System Overview & Navigation
 

Ontraccr's file storage system gives you a central place to upload, organize, and access files — whether they’re tied to projects, forms, or general documentation.

📍 How to Access the File System

To open the file system:

1. Go to the Documents section in the left-hand sidebar
2. Click on Files
3. This brings you to the full file storage interface

🗂 Default Folder Structure

Ontraccr automatically sets up a few folders for you to get started.

📎 Attachments Folder

• This folder stores all file attachments submitted through forms
• Works automatically — no setup needed
• You’ll see columns for:
  • File name
  • File type (PDF, image, etc.)
  • Last updated
  • File size
  • Permissions

🏢 Main Folder (by Division)

• A folder tied to your current division is automatically created
• If you have multiple divisions, each one gets its own folder
• Inside each main folder, you'll find:
  • An Attachments folder (same as above)
  • A Projects folder (we’ll cover that next)

📂 Navigating Between Folders

• Click on a folder to open it and view its contents
• You can create new folders or upload files into any location
• Project folders are also visible from the Projects page → Files tab
  • Both paths lead to the exact same place — just filtered differently

💡 Tip: Whether you’re working from the Files section or inside a project, you’re always interacting with the same files.

🧾 Summary

• Access all files via Documents → Files
• Default folders are auto-created for Attachments and Divisions
• Each division has its own main folder, plus subfolders for projects and more
• Folder contents are consistent whether viewed from the Files section or inside a project