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About Files

140 viewsUpdated 18/09/20261 min read

Files is the project's document store for everything that is not a drawing, a photograph or a specification: site diaries, certificates, instructions, schedules of rates.

This topic includes:

Folders

Folders can nest, and a sensible top level mirrors the job: Drawings · Specifications · Site records · Commissioning · Correspondence.

The file list Files, organised into folders.

Upload a file

  1. Open Files and, if you want it in a particular folder, open that folder first.
  2. Click Upload File.
  3. Choose the file, then click Upload.

Tip: drawings belong in Sheets, not here. Sheets gives them numbers, versions, markups and pins; Files does not.

Versions

Uploading a file with the name of one already there adds a version rather than overwriting it. The previous version stays available, and the newest is what opens by default.

Deleting is a soft delete, and the recycle bin beside the tool title holds what was removed.

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