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How Documents Work in BuilderPal

Summary

ThisLearn tutorialhow coversto creating foldersorganize and uploadingupload files in BuilderPal using folders. This keeps all your project documents within(blueprints, acontracts, BuilderPalphotos, project,etc.) enablingneatly efficient organizationstructured and management of project-related fileseasy to streamline collaboration and access.find.

Prerequisites

  • AAn active BuilderPal account with active login
  • AnAt least one existing project in BuilderPal

Steps

  1. Open BuilderPal.BuilderPal, Click onselect a Project.project, Clickthen "Documents".click Documents.

  2. ClickCreate "Newa folder".new folder — Click the "EnterNew folder, name..."type field.your Type thedesired name of the folder (ex.e.g., "Blueprints"), then click Create. Click "Create".

  3. Upload files to the folder — Double-click the folder "Blueprints". Clickfolder, "Upload".click ClickUpload "→ Add files from device...".device…, Chooseselect ayour file from(e.g., your device (ex. "Townhall-Staircase-Blueprints.pdf")pdf), then click Upload.

    Click "Upload".

Confirmation

The uploadedYour file instantly appears ininside the selected folder list,and readyis forimmediately accessaccessible orto sharingeveryone withinon the project.

FAQ

Can I create subfoldersnested withinfolders a folder?(subfolders)?

Yes,Yes – open any existing folder and repeat the New folder creation stepsprocess inside an existing folder to organize documents hierarchically.it.

What file types doesand BuilderPalsizes supportare for upload?supported?

BuilderPal supportsaccepts PDFs, images (JPG/PNG), Word/Excel files, and most common fileformats. typesIndividual likefiles PDFs,can images,be andup documents;to check500 theMB upload(Pro dialogplans forallow any restrictions.larger).

How do I rename or delete a folder after creating it?folder?

ClickHover over 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,folder, click the optionsthree-dot menu, and choose "Delete"Rename or Delete.

Can team members see the documents I upload?

Yes – all documents are visible to removeevery itmember frominvited to the folder.project unless you set specific permissions later.

Is there a way to preview files without downloading?

Most PDFs and images can be previewed directly in BuilderPal by clicking the file name.

Metadata

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

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