How to upload and organise project files

Step 1: Open Files

Open the project and, in the Project Menu, tap Files. Files are kept in folders. Three come ready-made: Construction Drawings, Contracts & Legal and Other. You can create more.

Step 2: Pick your files

Tap Upload, next to the search box. If the project has no files yet, the screen shows Empty DMS: use Upload Files. Pick one or more files. Accepted types: PDF, Word (doc, docx), Excel (xls, xlsx), images (jpg, jpeg, png) and DWG. Each file can be up to 50 MB.

Step 3: Choose the folder

In the File Category window, tap the folder the files should go into. All the files you picked go into the same folder.

Step 4: New folder while uploading

With Create New Folder..., the project owner creates the folder, but this cancels the upload: after creating it, tap Upload again and pick the files again. For an engineer, this option shows a padlock: tapping it opens a window explaining who can create folders, and after closing it you're back to choosing a folder, with the upload still going.

• How to create, rename and delete file folders

Step 5: Follow the upload

The button shows Sending 1 of 3... and a progress bar appears. Stay on this screen until Upload completed! appears: if you leave earlier, the remaining files aren't sent. If something goes wrong, Upload error: appears with the reason.

Step 6: Search and open

Use Search file... to find a file by its name or its folder's name. Tap a file to open it: it opens in your browser or, if it's saved on the device, in the app on your device that opens that type of file.

Step 7: Who can upload

The project owner and an invited engineer can upload files. Team members can see, search and open files, but can't upload or organise them: Upload, Create Folder and the three dots appear greyed out with a padlock, and tapping one opens a window that shows their role on the project and who can use it. Files use the storage of the account that uploads them: How much storage do I have