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.
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.
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.
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.