Documents

Documents provide a centralized and secure file storage system for sharing and managing project-related documentation. Offering functionality similar to Google Drive or Dropbox, it is designed for effective project collaboration.

Use it to share important project-related files with your team, such as:

• Certifications and declarations
• Technical drawings
• Form and checklist templates
• Other project-related documentation

Caution

All uploaded documents will be automatically accessible to users with the necessary permissions to view them. Ensure that sensitive files are uploaded only with appropriate access controls in place.

Permissions Requirement

• Users must have the Write documents permission enabled to upload new documents.
• To view the documents, user must have the Read documents permission enabled.

Viewing Documents

To view documents uploaded to the project, navigate to the Documents tab. Here, you will see a list of uploaded files. To download a specific file, simply click on its name.

Uploaded documents list

Uploading Documents

To upload a new document, follow these steps:

1. Go to the Documents tab.
2. Click the Upload button.
3. Select the files you want to upload from your computer.
4. Optionally, specify a folder to upload the files into. Use the forward slash / to separate multiple folder names (e.g., Project/Drawings).
5. Click the Upload button to confirm.

Editing Documents

You can modify uploaded documents, such as renaming the file or adding a brief description. To edit a document:

1. Locate the document in the Documents tab.
2. Click the Edit button (pencil icon) on the right side of the document’s row.
3. Make the necessary changes in the provided fields.
4. Save the changes to update the document information.

Deleting Documents

To remove a document from the project:

1. Locate the document in the Documents tab.
2. Click the Delete button (trash icon) on the right side of the document’s row.
3. Confirm the deletion in the prompt to permanently delete the file.