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Documents Overview

An introduction to our documents module

Hector Borrego avatar
Written by Hector Borrego
Updated over 4 years ago

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

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