Documents

Keep files such as manuals and diagrams alongside a project.

Documents let you keep files alongside a project — equipment manuals, wiring diagrams, reports, contracts, or anything else useful to have on hand for that building.

Working with documents

• Upload files into the project, organizing them into folders to keep things tidy. Create a folder from the New menu; delete folders and files by selecting them in the list. Deleting a folder removes what’s inside it.
• View and download documents when you need them.
• Attach a document to a page, so it shows up as a quick link for anyone viewing that page — the manual for a plant room right next to the diagram of it.

Who can see a document follows the project’s permissions, and each document and folder can also be opened up to particular people — see Item permissions. Grant a folder and everything inside it comes with it.