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The Documents tool stores project files: contracts, reports, photos, meeting minutes, owner correspondence, and any other file that is not a drawing or specification.

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Open Documents

  1. Select the project.
  2. Open Documents from the sidebar.
  3. Browse the folder hierarchy or use search.

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Upload a File

  1. Open the destination folder.
  2. Select Upload.
  3. Drag and drop one or more files.
  4. Confirm the upload.
If a file with the same name exists, the system creates a new version. Previous versions remain available in the file’s history.

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Create Folders

  1. Select New Folder in the current location.
  2. Name the folder.
  3. Move files into it by selecting and dragging or using Move.
Folders can be nested as deep as your team needs.

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Download

  • Select a file and choose Download to save it locally.
  • Select multiple files and choose Download as ZIP to bulk-download.

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Permissions

Folder-level permissions can restrict sensitive folders (for example: financial backup, legal correspondence) to specific roles. Admins manage folder access from the folder’s Permissions tab.