The Documents page inside each project allows you to manage, store, and organize all project-related files based on the Folder Structure selected during project creation.
It acts as a smart file management center where engineers, managers, and production teams can easily access the latest drawings, releases, and documentation.

📍 Where to Find the Documents Page

Navigate to:

Projects → Select a Project → Documents

At the top of the page, you will find:

Project selector – Switch between your projects

Phases selector – Filter files that may be tied to a specific phase

Understanding the Document Manager Layout

The Documents page is divided into two main sections:

1. Folder Tree (Left Side)

Shows all folders automatically generated from the Folder Structure chosen when creating the project.

Example structure:

12345
├── doc 1
├── doc 2
└── Releases

This tree view allows you to:

Expand or collapse folders

Navigate quickly between document categories

2. Folder Contents (Right Side)

Displays all files and sub-folders inside the selected folder.

Columns include:

Column	Description
Name	File or folder name
Modified	Last modified date
Size	File size (if applicable)

You can also use:

Search bar to find documents quickly

View toggle to switch between grid and list display

Refresh to update the folder contents

➕ Main Tools and Actions

➕ Create a New Folder

Click New Folder to create additional sub-folders for better organization.

Upload Files

Upload any file type (drawings, PDFs, documents, images, etc.) by selecting:

Upload → Upload Files
or

Drag-and-drop files directly into the right-side panel

Uploaded documents are automatically stored in the selected folder.

↕ Sort By

Organize your files by:

Name

Date modified

Size

File Actions

Hovering over a file reveals additional options (varies depending on system capabilities):

Download

Rename

Delete

Replace file

Version control (if enabled)

Folder Structure Integration

When creating a project, you select a Folder Structure Template, such as:

New EE

Main Doc

New SS

The chosen template automatically builds the folder hierarchy inside the Documents page.

This ensures:

Consistent document management

Standardized naming across all projects

Automatic preparation of required document categories (e.g., Releases, IFC, Drawings)

Uploading Documents Based on Project Structure

Example Workflow:

Navigate to Documents

Select the folder: Releases

Click Upload → Upload File

Choose release drawings or packages

The system saves them in the correct folder associated with the project

This helps ensure engineering, QC, and production teams always work with the correct files.

🔐 Access & Permissions

Based on user roles, some users may have permissions such as:

View only

Upload files

Manage folders

Delete or rename files

This ensures sensitive documents remain secure.

⭐ Best Practices

Upload updated drawings or releases immediately to avoid production delays

Establish naming conventions for files (e.g., Phase01_Release_v3.pdf)

Keep outdated files removed or archived to prevent confusion

Store all official communications or revisions in appropriate folders

Encourage teams to refresh the view before downloading files

Buildings – Store per-building drawings

Phases Explorer – Track revision changes

Messages – Communicate updates related to uploaded documents

Routing Setup – Link routing instructions to specific documents

Documents

#

Understanding the Document Manager Layout#

1. Folder Tree (Left Side)#

2. Folder Contents (Right Side)#

➕ Main Tools and Actions#

➕ Create a New Folder#

Upload Files#

↕ Sort By#

File Actions#

Folder Structure Integration#

Uploading Documents Based on Project Structure#

Example Workflow:#

🔐 Access & Permissions#

⭐ Best Practices#

🔗 Related Project Sections#