Documents

Under Documentation in the menu.

A project document register for emails, quotes, invoices, plans, surveys, specifications and other files.

Methodology: Documents should be classified and linked to the contractor, phase and project so they appear in the right context without being duplicated. A drawing that turns out to matter gets promoted to the Plans register, where it gains version control.

Steps:

  1. Drop documents here or press Choose files; set Contractor / supplier, Phase, Type and Folder, give a title, then press Add document.
  2. On existing rows use Classify… to set the type, and the contractor and phase selects to file it.
  3. Press Add to plans on a drawing to make it a versioned plan; press Archive on what no longer matters.
  4. Attachments fetched from email land here too — see the Email page or a contact's Emails tab. Survey reports uploaded against a stage on Planning & consents land here as Survey/Report, filed under the application's phase.