The Documents page is your central hub for storing, organizing, and accessing all project-related files in one place. Whether you’re managing design plans, contracts, or photos, mood boards, this page helps keep everything structured and easy to find throughout your project.
What You’ll Find on the Documents Page
- Search Bar
Quickly locate documents by typing a file name or project name into the search field at the top. Type Filter
Use the Type dropdown to filter documents by category, such as:- Proposals
- Contracts
- Design Documents
- Invoices
- Correspondence
- Photos
- Floor Plans
- Drawings
- Mood Boards
This makes it easy to narrow down exactly what you’re looking for.
- Project Navigation
Documents are organized by project (for example, Projects → Ravineview Way), so you can easily see files related to a specific space or client. - Document List View
Uploaded files appear in a table showing:- Name
- Date Modified
- File Size
- View Options & Refresh
Icons on the right allow you to switch how documents are displayed or refresh the list to see recent updates.
How to Add a Document
- Navigate to the correct project within the Documents page.
- Click the + Upload button.
- Select the file from your computer.
- Choose the appropriate document type (such as Design Documents or Photos).
- Confirm the upload.
Once added, your document will appear in the list and be instantly available to you and your project team.
Why Use the Documents Page?
Keeping all your files in one organized location helps ensure smoother communication, faster decision-making, and a more efficient design process. From early concepts to final drawings, the Documents page keeps everything you need right at your fingertips.
Comments
0 comments
Article is closed for comments.