Add Documents to a Project Site

Add Documents to a Project Site

This feature is designed to let you upload various types of documents linked to a specific project or work site.
For example, documents can be categorized as meeting minutes, variations, valuations, or work logs.

🔹 Steps to Attach Documents

  1. Open the Projects Panel
    Go to the Projects/Works panel.

  2. Search for the Project
    Locate the project or work site where you want to add documents.

  3. Click “View Details”
    Select “View Details” to open the project’s information.

  4. Go to the “Documents” Tab
    Click “Documents” to access the project’s document section.

  5. Add Document
    Click “Add Document” and follow the prompts to upload and categorize your file.


Upload and Manage Documents

  • When you click “Add Document,” you will have the option to browse or drag and drop the file you want to associate with the project.


After selecting the file, click “Upload” to add it to the platform.


  • Once the document is uploaded, you can perform several actions, such as:

    • Download the document.

    • Edit the document: categorize it based on available options, change the document name, and add a description.

    • Delete the document if it is no longer needed.


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