Documents and designs
The company library and all project documents
Click Documents in the left sidebar. Company library holds files no single project owns, like standard details, spec books, brand kits and contract templates. All projects lists every project's documents you can see in one place. Everyone on your team can read the library; Office and up add to it.
Documents sits in the left sidebar under Projects, next to All projects. On a phone, it's under More.
Company library
- For files every job uses: standard details, spec books, brand kits, contract templates.
- Office, Admin and Owner can Upload here, post new versions, rename and archive.
- Everyone on your team can find and download them. Clients and outside designers can't see the library.
- Attach a library document to any task in any project, from the task's Documents section. See Attach documents to a task.
All projects
Every project's documents in one list, with each one's project name, so you can search across jobs. You see the projects you have access to. You can't upload from here: upload from a project's Documents tab. See Upload documents.
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- Upload plans and other documents to a projectOpen the project's Documents tab and click Upload. Choose or drop one file of any type, up to 100 MB, give it a name and a category, and click Save. Field users and up can upload on the projects they work on.
- Attach documents to a taskOpen the task and go to its Documents section. Pick a document under Attach a document… and click Attach, or click Upload a new document. The crew sees the latest version on the task, one tap to download, and a new version shows there on its own.
- Who can see and change documentsOwners, Admins and Office see every document. Field users and Viewers see the company library and the documents on projects they're on, and Field users can upload there. Outside designers see only their project's documents. Clients don't see documents at all.
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