Documents

The Documents module stores general project files that aren’t drawings, like specs, contracts, meeting minutes, photos, and closeout documents. Files are organized in folders, and you can limit each folder or file to specific roles.

Who can do this

Everyone on the project can browse, create folders, and upload files. Only owners and project managers can rename, move, delete, and set allowed roles.

Upload a file

1. Go to Left menu → Documents.
2. Open the folder you want.
3. Click New → Upload File.
4. Drag in your files and click Upload.

Create a folder

1. Click New → Create Folder.
2. Enter a Folder Name.
3. (Owner and project manager) Choose Allowed Roles: Project Admin, Project Manager, Consultant, Subcontractor, Field.
4. Click Create.

Control who sees a folder or file

Owners and project managers can set Allowed Roles on any folder or file. For example, limit a Budget folder to project admins and project managers. Open the item’s Update action to change its name or allowed roles.

Move, rename, and delete

• Move: drag a file or folder onto another folder or onto the breadcrumb.
• Rename: use Update on the row.
• Delete: use Delete on the row, or select several items and click Delete Selected.

Danger

Deleting a folder deletes all folders and files inside it. This can’t be undone.

Other actions

• Download any file.
• Preview PDFs and images in the browser.
• Mail icon: notify project users about a file or folder.
• Search name to filter by file or folder name.

Frequently asked questions

Can I restrict a folder so subcontractors can’t see it?

Yes. Owners and project managers can set Allowed Roles on the folder and leave Subcontractor unchecked.

Can subcontractors upload documents?

Yes. Every project member can upload files and create folders.

Where should I put drawings?

Put plan sets in Drawings, which tracks sheet numbers and revisions. Use Documents for everything else.