Getting Started with Documents

From an empty library to filed drawings — create folders, upload files, open them, and remove what you do not need.

This walks the whole loop: set up a folder or two, upload your first files, open them, and remove one you did not mean to keep.

Quick Summary

Open Documents from the project sidebar
Create folders that match how your project files paperwork
Open the folder you want the files in before you upload — a file stays where it lands
Click Upload, or drag files straight onto the list
Click a file name to open it; the trash icon removes it for everyone on the project

Before You Begin

Prerequisites

You need to be a member of the project
Open the project first — Documents is per project, not organisation-wide
Have the files to hand; each one can be up to 25 MB

Open Documents

In a project, click Documents in the sidebar. A brand-new library is empty, and the whole panel is a dashed target reading Drag & drop files here — clicking it opens the file picker.

An empty Documents library showing the dashed drop target reading Drag and drop files here — An empty library — the drop target is the empty state

Create your folder structure

Click New Folder in the toolbar, type a Folder name (up to 200 characters) and click Create. The folder appears in the rail on the left and in the list.

Build the structure the way your project already files paperwork — by discipline, by block, by document type. To nest, open a folder and click New Folder again, or use New subfolder on the folder's Options (…) menu in the rail.

The New Folder dialog with the Folder name field and Cancel and Create buttons — Creating a folder — one field, then Create

Open the folder you want to file into

Click the folder in the rail, or its row in the list. The folder path across the top shows where you are — Documents › General › Structural › Drawings — and each earlier step takes you back up.

Do this before uploading. A file lands in whichever folder is open when it goes up, and it cannot be moved afterwards.

A nested folder open, with the folder path reading Documents, General, folder, subfolder — The folder path tells you exactly where a file will land

Upload the files

Click Upload and pick one or more files, or drag them from your desktop anywhere onto the list. Any file type is accepted, up to 25 MB each.

Each file appears straight away as a dimmed row with a spinner and Uploading… in place of its size and date, and turns into a normal row when it finishes. If one fails, a message names that file; the others carry on.

Open a file

Click the file name. An image opens in a preview over the library — close it with the control in its top-right corner. Anything else opens in a new browser tab.

Remove a file you do not want

Hover the row and click the trash icon, then confirm in Remove this file?. The file goes for everyone on the project and cannot be brought back.

The Remove this file dialog warning that the file is removed for everyone on the project — Removing is permanent — there is no recycle bin

What to Watch For

Three things worth knowing early

Pick the folder first — a file stays in the folder it was uploaded into
Uploading a revised drawing adds a second file — it does not replace the earlier one, so name revisions clearly
Remove is final — the file is gone for the whole project

You Are Set Up

That is the loop: folders, upload, open, remove. From here:

Folders & Navigation — renaming, deleting, and finding your way around
Uploading & Removing Files — the detail on limits, file types and failures