What it does
The Documents page holds files for a project, like specs, drawings, install guides, and certificates. Click Documents in the left sidebar to open it.
Pick a project
A project menu sits at the top right. It shows the active project. Pick another project to see its files.
Document types
| Type | Use it for |
|---|---|
| Drawing | Architect or engineer drawings. |
| Specification | Project specs that say what products must do. |
| Installation Instruction | Maker install guides. |
| Certification | Product certificates, test reports, or code papers. |
How to upload a document
- Click Upload Document.
- Choose a file. PDF, PNG, and JPG work.
- Type a Document Name. If you leave it blank, it uses the file name.
- Pick a Type.
- Click Upload.
Documents tab
- Search — type in Search documents… to find a file.
- Open — click the open icon to view the file in a new tab.
- Delete — click the trash icon. You must confirm first. This cannot be undone.
Reports tab
The Reports tab lists your Rooms Reports. Each row shows the Quote, Project, Rooms, Areas, and Last updated date.
- Type in the search box to find a report by quote or project.
- Click a row or View to open the report.
To make a Rooms Report, link rooms to a quote in Counts & Measure.
Common questions
Where is Compare to Spec?
It was retired. It is no longer on this page.
Why is the Upload Document button gray?
No project is picked. Pick a project first.