Documents overview
In order to get an overview of all documents that have been added to a specific asset, you can navigate to the Documents tab.
Here you should see different folders in which the documents are placed.
If you click on "Home" at the top left-hand side of the folders list and select the first option in the dropdown menu, you can create a "New folder." To download all uploaded documents, click on "Download." This can also be done by clicking the "Download All" button on the opposite side of the screen.
The options Move to, Rename and Delete will only be available once you are in a specific folder.
If you want to download a specific file, select it and then click on "Download Selected."
If you want to add a new document that does not pertain to your current folders, click on 'Add New File' at the bottom of the Property Documents list. This will allow you to select documents within your device.
If you want to add a document to a specific folder, click on the name of the folder and then click on the button Add New File.
Once you are within a folder, click on its name, and you should be able to see all options available in the dropdown menu.
Related Articles
Project overview and key features
Within the project, you can see an overview of the following: Bid and Contract Rooms: Find all your tenders and contracts. One bid room equals one tender, and one contract room equals one contract. Cost Summary: See the overall project budget, the ...Certificates overview
Certificates connected to your asset can be accessed by clicking on the Certificates tab within the building profile. This page shows an overview of the certificates added to the selected asset. The certificates are divided according to five degrees ...Maintenance plan overview
When planning the budget for the current and upcoming years, the managers will decide on the maintenance plan, or MJOB, for that period of time. After selecting an asset, you can navigate to the tab “Maintenance," where you will find an overview of ...Supplier is unable to see documents
If the supplier is having trouble seeing the documents, it is possible that they do not have access to the documents within the Building, only the documents that were included in the Bid Room, and that no documents were added there. To fix that, go ...Can I add extra documents before the RFA starts?
Yes, you can add extra documents before the RFA starts. When setting up a Bid Room, before starting the Request for Approval, you can add any relevant documentation by clicking on "Drop files here or click to upload" below "Project shared documents." ...