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Documents Overview

Updated over a week ago

Documents

What it does

The Documents page stores project-level documents such as specifications, drawings, installation instructions, and certifications. These documents can be used for spec comparisons and as reference material.

Document types

Type

Purpose

Specification

Project specifications that define product requirements. Used in the "Compare to Spec" feature.

Drawing

Architectural or engineering drawings.

Installation Instruction

Manufacturer installation guides.

Certification

Product certifications, test reports, or compliance documents.

How to use

  • Search β€” filter documents by name or type using the search bar.

  • View/Download β€” click a document to open it in a new tab, or click the download icon.

  • Delete β€” remove a document with the delete button. A confirmation dialog appears before deletion.

How documents are added

Documents are typically added automatically when you use features like "Compare to Spec" (which saves uploaded specs to the Documents library). You can also upload documents directly from the Documents page.

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