You can upload files to any event, project, client, opportunity, or invoice in Vantage.
Uploading files and photos to an event
To upload a document or photo to an event:
Open the event and go to the Docs or Photos tab.
Drag files directly onto the tab, or click + Add and choose your files.
You can upload multiple files at once, and entire folders from your device.
The same process applies to projects, clients, and opportunities.
Supported file types
Vantage accepts most common file types — PDFs, images, Word documents, spreadsheets, and more. HEIC, HEIF, and AVIF images are automatically converted to JPG on upload.
Photos uploaded to the Photos tab are separate from documents on the Docs tab. Use Photos for site images your field team captures on the job, and Docs for reference files like floorplans, risk assessments, and delivery notes.
Creating folders
Within the Docs tab, you can create your own folders to organize files.
Click + Add → New folder, give it a name, and save. System folders created by Vantage (Photos, Docs, Issues) cannot be renamed or deleted.
FAQ
Can I upload a whole folder from my device?
Can I upload a whole folder from my device?
Yes. Click + Add → Folder upload, or drag a folder directly onto the tab. All files inside the folder are uploaded together.
Is there a file size limit?
Is there a file size limit?
Contact Vantage support if you are hitting upload limits; limits vary depending on your plan.
Can vendors upload files?
Can vendors upload files?
Yes. Vendors can upload files to events assigned to them. Files uploaded by vendors are automatically given the default visibility set in Workspace settings.