This article will walk you through the Documents module at a high level.
The Basics
Documents are intended as a data repository, where you can keep all of your files and folders.
Navigation
Navigate to the Documents module
The Documents toolbar
-Upload: lets you choose a location to upload from
-Download: downloads the selected file/s
-2nd download icon: lets you download a zipped file containing all files and folders in that project
-Desktop Sync: creates a shared drive locally for you to access and manage your files without the need of opening a browser
-Folder icon: creates a new folder
-Pencil icon: renames current selection
-Lock icon: controls permissions of the selected folder/file
-Trash bin icon: deletes the selected folder/file
-Arrows/Refresh icon: refreshes the contents on screen
-Home icon: takes you back to the main folder view
-Up arrow icon: takes you back one level
Documents menu
-Photos: upload and manage photos for the project
-Weekly Reports: allows the creation of a report which can combine multiple modules in one
-Daily Logs: creates an internal log with date, notes, people on site, and attachments
-Drawings: manages your plans and drawings. Annotate and mark up your drawings, and upload revisions of the same drawing
For help please contact Support