Find, open and download files

The Files tab shows a project's folders, documents and links, with badges showing who each item is shared with.

Steps

1. Open the project and click the Files tab.
2. Click a folder to open it. Use the breadcrumb above the list to go back up.
3. Type in Search files & folders… to filter the folder you are in.
4. Choose All, Shared or Private:
   • Shared: sent to the client or shared with a contractor.
   • Private: restricted to named people.
5. Pick a sort order, and switch between grid and list with the view buttons.
6. Click a file to open it.
7. To download, click the download button on a list row, or open the … menu and choose Download.

What opens when you click a file

• PDFs open in a full-screen viewer where you can mark them up. Use ← and → to move to the next PDF in the folder, and Esc or Close to leave.
• Images open in a viewer with zoom and next and previous.
• Videos play on the page.
• Links and other files, such as Word, Excel or CAD files, open in a new browser tab.

Good to know

• Search and filters only look in the folder on screen, not in subfolders.
• Folders always list before files.
• A v3 badge means the file has three versions. See Upload a new version of a file.
• Your grid or list choice is remembered in this browser.