Storing Project Files

Posted Dec 29, 2020

On the Project Overview tab, you can store any internal documents and photos related to the project. This might include pre-project images, engineering reports, permits, post-project images, and more. This storage is internal only and not client-facing. (TIP - You can add client-facing photos to a bid during the bid creation process. Learn more in our Help Center)

  • You can take pictures using the camera button or upload multiple images at one time.
  • Update the file's name by clicking the three dots to the right of the file and selecting "Edit."
  • View the gallery by clicking on a file or selecting View Gallery from the three dots to the right of any file.
  • Download files by clicking the arrow in the upper right corner of the Gallery View.