Organizing
10 articles
- Creating Custom Search ViewsBuild saved views that surface the right content for different teams or workflows.
- Shared Workspaces: collaborating with another firmInvite people from another firm into one of your workspaces as guests — for joint ventures and consultant collaboration. Covers who can share, what guests can and can't do, and…
- Create Project FiltersSet up filters so your team can narrow searches by project attributes like location, type, or client.
- Customize Display SettingsTune how detail cards, sheet cards, PDF exports, and the filter panel appear across your firm — admin-only, firm-wide preferences.
- Create WorkspacesOrganize your firm's content into separate workspaces by office, discipline, or division.
- Detail and Family Associations
- Detail Tags: Best PracticesBest practices for setting up and applying detail tags in Pirros — admin-only guidance for organizing your library.
- Import / Export in the Management TabBulk-edit details, tags, and metadata using the management tab's import/export feature.
- Import Detail Tags from an Excel File
- Active vs. Completed ProjectsLearn how Pirros organizes your projects into Active and Completed states, and what triggers each.