Drawings and files
Where project documents, PDFs and drawing packages live, and who can see and share them.
- Drawings and filesWhere project documents, PDFs and drawing packages live, and who can see and share them.
- Find, open and download filesBrowse a project's folders, search and filter files, preview them and download a copy.
- Upload files to a projectAdd documents to a project's Files tab, optionally restricted to named people, with a note.
- Create a folderAdd a folder to a project's files, open to the whole project or restricted to named people.
- Add a web link to a project's filesSave a link, such as a supplier page or shared drive folder, alongside a project's files.
- Rename or move files and foldersChange the name of a file, folder or link, or move items into another folder.
- Delete a file or linkPermanently remove a file or link from a project, with all of its versions and markup.
- Restrict who can see a file or folderLimit a file, folder or link to named people on the project team, or open it up again.
- Send files to the clientMake files or folders visible in the client portal, and stop sharing them again.
- Share files with a contractorGive a contractor on the project access to files in their portal, and take it away again.
- Upload a new version of a fileReplace a file with an updated copy while keeping every earlier version, and restore an old one.
- Mark up a PDFDraw, highlight and add notes on a PDF, shared with clients and trades or kept inside the studio.
- Create a drawing packageStart a new drawing package on a project and upload its first drawings.
- Submit a drawing package for approvalSend a package with at least one drawing to the project lead for review.
- Review a drawing and leave commentsOpen a drawing full screen, mark up a PDF, and leave review comments for the team to act on.
- Mark review comments as doneTick off each comment on a drawing once the change is made, so the package can be shared.
- Approve a drawing packageApprove a package as project lead, then give final approval as a studio admin, or return it.
- Complete the issue checklistTick off a package's issue checklist, which must be complete before the package is shared.
- Issue a drawing package to a contractorGive a contractor access to a package in their portal once it is approved, checked and its comments are done.
- Send a drawing package to the clientShare a drawing package with the project's clients once it is ready, and see who has viewed it.
- Remove a client's or contractor's access to a packageTake a drawing package out of a client's or contractor's portal.
- Add or update drawings in a packageAdd new drawings to a package or upload a new version of a drawing, and what clients and trades then see.
- Respond to a revision request on a drawingUpload a revised drawing after a contractor asks for changes, then send the package back for approval.
- Rename or delete a drawing packageChange a package's name, or permanently delete a drawing or a whole package.