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1. Purpose

The Files Module serves as a secure, centralized repository for all project documentation—including architectural blueprints, legal contracts, site inspection photos, and vendor invoices.
Files & Document Repository Interface

Screenshot: Files & Document Repository Interface

2. How It Works

Files uploaded anywhere in CoBuild Manager (such as receipts attached to expenses or contracts attached to purchase orders) are automatically indexed into the central Files Module. Files can be organized into custom folders, tagged by project, and previewed directly inside your browser.

3. How It Helps

  • Eliminates Lost Documents: All site photos, blueprints, and invoices remain organized in one accessible location.
  • Instant Document Previews: View PDF invoices or site images in app without downloading external files.
  • Secure File Sharing: Share documents safely with contractors and client representatives.

4. Step-by-Step Actions

A. How to Upload a File

1

Open Files Module

Click Files in the sidebar.
2

Click Upload File

Click + Upload File or drag and drop files into the upload area.
Drag and Drop File Upload Modal

Screenshot: Drag and Drop File Upload Modal

3

Select Category & Project

Assign a category (Blueprint, Contract, Receipt, Photo) and target project.
4

Complete Upload

Click Upload Document.

B. How to Edit File Details & Categorization

1

Select File Action

Click the (…) menu next to any file and select Rename / Edit Tags.
File Properties Edit Modal

Screenshot: File Properties Edit Modal

2

Update Fields

Modify the document title, category, or description tag.
3

Save

Click Save File Info.

C. How to Filter & Search Files

  • Search Bar: Search by filename, keyword, or document tag.
  • Category Filter: Filter files by category (Contracts, Blueprints, Invoices).
  • Date Filter: Filter documents by date range.

D. How to Delete a File

1

Select Delete

From the file’s action menu, click Delete File.
2

Confirm Deletion

Confirm in the popup dialog to permanently delete or archive the file.