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How Documents Work in BuilderPal

Summary

## 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.

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How-To Video

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Prerequisites

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

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Steps
1.

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

    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-11-26/48931aee-04bc-48d7-bee9-540e4c319512/ascreenshot.jpeg?tl_px=0,41&br_px=1024,614&force_format=jpeg&q=100)

2.

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

    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-11-26/48931aee-04bc-48d7-bee9-540e4c319512/ascreenshot.jpeg?tl_px=0,83&br_px=1024,656&force_format=jpeg&q=100)

3.

    **
  1. Access documents.** Click **Documents**Documents.

    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-11-26/5b1ddf94-7074-4392-ad7f-3db966d56be0/ascreenshot.jpeg?tl_px=0,0&br_px=1024,572&force_format=jpeg&q=100)

4.

    **
  1. Create a new folder.** Click **New folder**folder.

    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-11-26/a4792454-f4cf-4a33-b197-dc856685be8c/ascreenshot.jpeg?tl_px=0,0&br_px=1024,572&force_format=jpeg&q=100)

5.

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

    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-11-26/72040dc1-8905-4007-ba6f-aa35be298aad/ascreenshot.jpeg?tl_px=0,0&br_px=1024,572&force_format=jpeg&q=100)

6.

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

    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-11-26/9db940df-0cbc-4428-96db-e927a12da67a/ascreenshot.jpeg?tl_px=0,0&br_px=1024,572&force_format=jpeg&q=100)

7.

    **
  1. Confirm folder creation.** Click **Create**Create.

    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-11-26/9238c855-6d12-4f18-a018-6fd4cc5a0176/ascreenshot.jpeg?tl_px=0,83&br_px=1024,656&force_format=jpeg&q=100)

8.

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

    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-11-26/005fa652-f63b-4818-bd8a-542de451f32b/ascreenshot.jpeg?tl_px=0,0&br_px=1024,572&force_format=jpeg&q=100)

9.

    **
  1. Initiate upload.** Click **Upload**Upload.

    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-11-26/3659922c-4cfe-4038-a2bd-9d1c88cab1bc/ascreenshot.jpeg?tl_px=0,0&br_px=1024,572&force_format=jpeg&q=100)

10.

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

    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-11-26/cb655659-f95b-468c-8281-a26f1c5e917b/ascreenshot.jpeg?tl_px=0,83&br_px=1024,656&force_format=jpeg&q=100)

11.

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

    ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-11-26/fe955bdd-3fc9-45ff-a651-ed6ea0e999f5/ascreenshot.jpeg?tl_px=0,83&br_px=1024,656&force_format=jpeg&q=100)

Confirmation

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

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FAQ

FAQ
###

Can I create subfolders within a folder?

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

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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.

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How do I rename a folder after creating it?

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

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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.

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Can I delete uploaded documents?

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

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Metadata

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

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