1. Docs: Manage Project Documents

Docs helps you store, organize, and manage project documents in one place. Upload files, organize them with folders, control access for your team, and track document revisions throughout your project.

With Docs, your team can easily keep drawings and documents organized, accessible, and up to date.

In this article

• What you can do in Docs
• Find documents quickly
• Follow updates with starred items
• Learn more about Docs features

What you can do in Docs

Docs provides tools to manage project documents throughout the project lifecycle.

With Docs, you can:

• Upload project files and drawings
• Organize documents using folders and tags
• Control folder access for project members
• Track document versions and revisions
• Export document summaries for reporting

Find documents quickly

Docs makes it easy to locate files across your project.

You can quickly find documents by:

• Searching by file name
• Filtering using tags (coming soon)
• Browsing organized folders

This helps teams locate the latest drawings and documents without searching through multiple folders.

Follow updates with starred items

You can star important files or folders to stay updated.

When items are starred, you may receive notifications when:

• A new file is uploaded to a starred folder
• A new version is uploaded to a starred file

This helps you keep track of important documents and revisions.

Learn more about Docs features

• Upload Files to Docs

  Learn how to upload files and manage upload progress.

• Organize Files with Folders

  Create folders and tags to keep documents structured.

• Manage Folder Permissions

  Control who can view, edit, or manage documents.

• Track Document Versions

  Upload new versions and review revision history.

• Export Document Summary

  Generate reports of uploaded files and revision dates.

• Delete and Restore Delete and Restore Documents

  Learn how to delete files and manage Trash.

Tips for managing project documents

• Use folders to organize files by discipline or project phase.
• Star important drawings to receive update notifications.
• Upload new versions instead of replacing existing files.
• Export document summaries to track document revisions.