In this article, you'll find a quick guide on how to upload and arrange all of your project documents and photos.

Documents is a relatively simple module that allows you to upload and keep track of files, photos, floor plans, contracts, or any other file format you'd like to store within the documents.

You can share document and photos with your project team, subcontractors and clients. You can set viewing permissions on a folder or document level. You can even completely restrict access to the entire module based on how you set up your user group permissions.

Adding and organizing your project documents and photos in BuildTools is very simple. Follow the steps below, and you'll be up and running in no time.

To create a new folder or subfolder click the + folder icon and give your folder a name that suits your needs.

Note: If you want to create a subfolder, all you need to do is open the folder in which you want to create a subfolder. Now repeat the same steps as above, and you'll have created a new subfolder.

There are two ways to add documents to the documents section. The first is to drop and drag the documents you'd like to add to the project from your desktop into BuildTools.

The second option for uploading documents or photos is to click on the upload icon in the tool bar ribbon. Note if you want add a document to a specific folder or location you'll want to navigate to that folder before you start the upload process.

Once you have clicked on the upload icon, you can drop and drag the document directly from your desktop into BuildTools, or you can use the from device button to upload your documents.

Quick Tip: When you first load the documents you can set the visibility permissions for all the items you've just loaded.

If you find yourself stuck or needing additional help, please set up a training call by clicking here we like to think we're part of your project team and we love to help you reach your goals!