Organise Documents in Your Project
Organise your project documents, add metadata, tag documents, link them to tasks and work packages, and make them easily discoverable across your project team.
This guide is designed for construction professional.
Steps
Step 1: Navigate to Documents
From the Data section, click the Documents tab. This shows all accepted documents in your project. You can see document thumbnails, names, types, sizes, upload dates, and metadata. This is your project's central document library.
Only accepted documents appear here. Pending documents are reviewed in the Pending tab.
Step 2: View document details
Click on a document to open its detail panel. You can see: file name, upload date, file type, file size, and the uploader's name. A preview of the document content appears if it's viewable (PDF, images, text files).
Documents larger than 50MB may not have previews available.
Step 3: Preview Document
Click on the document preview image in the detail panel. A full page preview of the document content appears if it's viewable (PDF, images, text files).
Documents larger than 50MB may not have previews available.
Step 4: Add document metadata
Click on a document to open its detail panel. Add metadata that describes the document: Document Type (Drawing, Specification, Contract, Report, etc.), Status (Active, Superseded, Archived), Revision (for versioned documents), and Description (what the document contains).
Good metadata makes documents easier to find and helps others understand their purpose.
Step 5: Add keywords to documents
In the document detail panel, click Edit Documents. Create or select keywords like: Document type (Structural, Architectural, MEP), Phase (Design, Tender, Construction), Work package name, Priority level, or any custom tag. Tags help with filtering and searching.
Keywords are flexible - you can use many keywords per document for different filtering needs.
Step 6: Link documents to tasks
Link documents to related tasks and work packages. In the task detail, add related documents. Or in the document detail, click Link to Task and select the relevant tasks. This creates bidirectional links so you can find docs from tasks.
Linking helps your team find the right documents when working on specific tasks.
Step 7: Add comments to documents
In the document detail panel, click The dots icon. Add comments to the document. Comments are visible to all team members and are associated with the document.
Comments are visible to all team members and are associated with the document.
Step 8: Search and filter documents
Use the search and filter options: search by document name or content, filter by folder, filter by document type, filter by tags, filter by status (Active/Superseded/ Archived), or filter by upload date. Combine filters to find exactly what you need.
Good organisation + tags = easy searching for your team.
Step 9: Revised documents
In the document detail panel, click The dots icon. When a document is updated, changes are described and identified in the document image.
This maintains an audit trail of document changes throughout the project.
Step 10: Share documents with team COMING SOON
Document sharing is controlled by project access. Team members with project access can view documents based on their permissions. You can also generate document distribution lists from the Companies and People tabs for formal distribution.
Use the People/Companies sections to track who needs which documents.
Step 11: Download and export
You can download individual documents or batch download multiple documents as a ZIP file. Use Export to create a document package for stakeholders, backup, or archival purposes.
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Last updated: 2025-12-08