Setting up projects
Keep documents on projects, contracts and orders
Attach the files that belong to a project, contract, variation, certificate, purchase order, goods receipt or work order, and upload new versions without losing the old ones.
2 min readLast updated
In this article
Each record that carries a decision has its own Documents, so the signed copy is kept with the record it proves, not in an email.
Where to find them
Project: the Documents tab. Kickoff and handover minutes, permits.
Contract: the Documents tab. The signed contract, the letter of award, addenda.
Variation: the paperclip button on the variation. The site instruction it came from and the customer's written approval.
Progress certificate: the Documents card at the bottom. The copy certified by the customer or consultant.
Purchase order: the Documents card. Supplier quotations, the supplier's confirmation, a sole-source justification.
Goods receipt: the Documents card. The supplier's delivery note and inspection photos.
Work order: the Documents tab. Panel drawings and test records.
Upload a document
Open the record and its Documents.
Drop the file in the box, or select it. PDF, Word, Excel, CSV, text, images and ZIP files up to 10 MB are accepted.
Add a short description if it helps, then select Upload.
Upload a new version
On the current file, select Upload a new version and choose the new file.
The new file becomes the current one with the next version number. The earlier version stays in the list, marked replaced, so you can always see what was sent before.
Common questions
Who can upload? Anyone who can change the record. Anyone who can see the record can download its documents.
Why can I not upload a new version of an older file? A newer version already exists. Upload the new version against the latest one.