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Upload Documents to Project

Upload project documents, drawings, plans, and other files to the project data repository. Documents are automatically organized and indexed for easy searching and referencing.

Audience

This guide is designed for construction professional.

Steps​

Step 1: Navigate to Data section​

From the sidebar, click Data to access the project data management area. By default, it opens on the Documents tab showing all uploaded documents.

Navigate to Data section

Step 2: Click Add New button​

Click the Upload Documents button in the toolbar. A dropzone and file picker dialog will appear allowing you to drag and drop or select one or more files from your computer.

Click Add New button

tip

You can upload multiple files at once by selecting them all together.

Step 3: Select files to upload​

Browse to the files you want to upload and select them. Common file types include site plans (PDF), photographs (JPG/PNG), reports (DOCX/PDF), and spreadsheets (XLSX). The system supports common file formats.

Select files to upload

Step 4: Monitor upload progress​

Watch the progress bar as files are uploaded. Larger files may take a few minutes. Once complete, you'll see a success message. The system automatically processes and indexes the documents.

Monitor upload progress

tip

Do not close the dialog or refresh the page during upload.

Step 5: Verify documents appear​

Once uploaded, the documents appear in the Documents Pending list with metadata like file name, type, size, and upload date. Click on a document to view it or access additional options like download, delete, or share.

Verify documents appear

Video Tutorial​

Last updated: 2025-12-08