How do I upload a document or photo?

Uploading Documents, Drawings, and Photos

From the Daily Report

Use the Documents tab when the file supports today's field record: photos, delivery tickets, permits, sketches, receipts, or a drawing excerpt used that day.

  1. Choose the file.
  2. Select the document type if the page asks for it.
  3. Add a short description that explains why it matters.
  4. Upload and confirm it appears on the report.

From the Document Repository

Use the repository for controlled project documents such as drawings, specs, permits, and formal revisions. Repository uploads support preview, version/revision tracking, and bulk operations.

Supported formats include PDF, JPG, PNG, and Office documents. Clean PDFs are the best input for Spec Intel / Document Intelligence processing.

Back to Documents & Notes