Upload plans and other documents to a project

1. Open the project and choose the Documents tab. On commercial projects it's under More.
2. Click Upload.
3. Drop a file in, or click to choose one. It starts uploading right away.
4. Check the Name (it starts as the file's name), pick a Category, and add a Description if it helps.
5. To put it in front of the crew, choose a task under Attach to a task. You can also do this later.
6. Click Save.

Files and sizes

Any file type works: PDF, DWG, SketchUp, Revit, images, Office files, ZIP. Each file can be up to 100 MB. Upload one file at a time.

Categories

Each document has one category: Plans & drawings, Renderings, Specs & selections, Permits, Contracts, Photos or Other. The list groups documents by category, and the chips above it filter to one. Find a document searches names, descriptions and file names.

Rename, recategorize or archive

Click a document to open it, then use the pencil (Edit name and category) or Archive. Office and up can do this to any document; anyone else, to the ones they added. Archived documents keep every version and move to Archived at the bottom of the list, where you can Restore them. There's no delete.

When a drawing changes, don't upload it as a new document. Post a new version so the history stays together. See Document versions.