Managing files
Move, rename, download, and delete files — with one-click undo so a deleted file or folder is never really gone until you say so.
Once files are in Foreman, you can move them between folders, rename them, download them, and delete them — with undo to catch mistakes.
Move a file or folder
- Hover the row and click Move to folder (on a folder row the same button reads Move).
- In the Move "…" dialog, pick a destination folder, or choose Root to move it to the top level.
- Click Move.
Note
You can also drag a file or folder row directly onto another folder to move it. A move can't put a folder inside one of its own subfolders.
Move a company file into a project
In your company library, files have a Move to project action. Click it, pick a project, and the file moves into that project's files.
Rename a file
Click the file's name, edit the text, and press Enter.
Download a file
Click Download on the file's row to save a copy to your computer.
Delete — with undo
- Click Delete on a file or folder row.
- Confirm in the dialog. Deleting a folder also removes everything inside it.
- For folders — and for files in your company library — a toast appears with an Undo button. Click it to bring the folder (and its contents) or the file right back.
Note
Deleting a plan file inside a project is permanent, and it also removes any takeoffs and markup saved on it — the confirmation dialog warns you first. If a takeoff on that file feeds a budget line, Foreman blocks the delete and tells you what's using it.
Don’t see this?
Deleting is a separate permission from uploading. If you can add files but the delete action is missing, your role doesn't include file deletion — ask your organization owner.