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Project Documents

Manage files, attachments, and generated reports specifically for your project.

Document Management vs. Document Generation​

It is important to understand the two ways documents are handled in a project:

  1. Project Files Tab (This page): A file storage area for uploading, storing, and organizing files related to the project.
  2. Document Generation: A feature triggered from the Download Documents button in the project header that creates new files from templates.

Using the Documents Tab​

The Files tab serves as a central repository for all project-related files (e.g., permits, site photos, external contracts).

Uploading a Document​

  1. Open your project.
  2. Navigate to the Files tab.
  3. Click Upload Document.
  4. Enter the title, description, and select the file from your computer.
  5. Click Upload.

Managing Files​

The document list shows:

  • Title & Description: Context for the file.
  • File Name: Click to download the file.
  • Date Created: When the file was uploaded.
  • Uploaded By: The user who added the document.

You can Edit or Delete documents using the actions menu in each row.

Project Document Generation​

To create a standardized document (like a Project Charter or Status Report) using a template:

  1. Click the Download Documents button in the Project Header (next to the project name).
  2. Select the desired template.
  3. The document will be generated with live project data and downloaded to your computer.
tip

If you want a generated document to be stored permanently in the project, you can upload the finished file back to the Documents tab.

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