Project Files

Jobs3 min read

Files on a job keep drawings, specifications, photos, and correspondence in one place—searchable from the job and from global search.

Upload and organise

• Open the job → Files tab (or equivalent files area).
• Upload from desktop or mobile; use clear file names so the team can find the latest revision.
• Apply tags if your workspace defines them under Settings → Workspace settings → Files.

Link files to work

• Reference uploads from site diary entries or tasks when you need an audit trail.
• Expense receipt inbox stores files separately under Finances—do not confuse receipt queue files with general job documents.

Tip

For large drawing sets, agree a naming convention (plot, revision, date) before the team uploads in parallel.

Permissions

Read and write access follows your role on the job and workspace files scopes. Viewers can download only where policy allows.