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.
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.
Step 2: Click Upload button
Click the Upload Documents button in the toolbar. A file picker dialog will appear allowing you to select one or more files from your computer.
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/DWG), photographs (JPG/PNG), reports (DOCX/PDF), and spreadsheets (XLSX). The system supports all common construction-related formats.
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.
Do not close the dialog or refresh the page during upload.
Step 5: Verify documents appear
Once uploaded, the documents appear in the Documents 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.
Video Tutorial
Last updated: 2025-12-08