Documents

Upload, review, and manage project documents and drawings.

Purpose

Documents are the source-of-truth inputs for takeoffs/estimates and downstream outputs.

Who this is for

Estimators / QS: uploading and verifying drawings/specs.
Admins: ensuring document policies and organization are followed.

Common tasks

Upload documents
Validate previews and sheets
Organize and find documents quickly (naming, categories where available)

Troubleshooting

If previews are blank or missing pages, confirm the source file is valid and not password-protected.