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How Documents Work in BuilderPal

Summary

This tutorial covers creating folders and uploading documents within a BuilderPal project, enabling efficient organization and management of project-related files to streamline collaboration and access.

How-To Video

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Prerequisites

  • A BuilderPal account with active login
  • An existing project in BuilderPal

Steps

  1. Navigate to BuilderPal. Go to https://app.builderpal.com and log in if necessary.

   

  1. Select a project. Click on a project name to open it.

   

  1. Access documents. Click Documents.

   

  1. Create a new folder. Click New folder.

   

  1. Enter folder name field. Click the Enter folder name... field.

   

  1. Name the folder. Enter your desired folder name, such as "Blueprints".

   

  1. Confirm folder creation. Click Create.

   

  1. Open the new folder. Double-click the folder, such as "Blueprints".

   

  1. Initiate upload. Click Upload.

   

  1. Select files to add. Click Add files from device....

   

  1. Upload the selected file. Choose a file from your device, such as "Townhall-Staircase-Blueprints.pdf", then click Upload.

   

Confirmation

The uploaded file appears in the folder list, ready for access or sharing within the project.

FAQ

Can I create subfolders within a folder?

Yes, repeat the folder creation steps inside an existing folder to organize documents hierarchically.

What file types does BuilderPal support for upload?

BuilderPal supports common file types like PDFs, images, and documents; check the upload dialog for any restrictions.

How do I rename a folder after creating it?

Click the options menu next to the folder name and select "Rename" to update it.

What happens if my upload fails?

Ensure a stable internet connection and that the file size is within limits; try uploading again or contact support if issues persist.

Can I delete uploaded documents?

Yes, select the document, click the options menu, and choose "Delete" to remove it from the folder.

Metadata

Relevant Roles: Builder, Project Manager, Team Member   Feature Area: Documents   Article Type: Workflow / Tutorial

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