Default Folders Explained
Summary
This tutorial covers the default folders in the Documents section of your project and guides you through uploading files to share with subcontractors or bid packages. Understanding these folders ensures efficient organization and secure sharing of project documents, helping you collaborate effectively with your team and bidders.
Prerequisites
- An active BuilderPal account.
- Access to a project in BuilderPal.
Steps
-
Navigate to Documents within your project.
Uploading a file to share with subcontractors
Click Upload, select Add files from device..., choose your file, check Share these files with subcontractors, then click Continue and Upload.
Uploading a file to share with bid packages.
Click Upload, select Add files from device..., choose your file, check Share these files with bid packages, then click Continue and Upload.
Confirmation
The uploaded file appears in the designated folder under Documents, visible to the selected audience (subcontractors or bid packages).
FAQ
Q: What happens if I don't select a sharing option during upload?
A: The file will be uploaded to your private project documents and won't be shared automatically.
Q: How do I know which folder a file is in?
A: Files shared with subcontractors appear in the "Shared with Subcontractors" folder, while those for bid packages are in the "Shared with Bid Packages" folder. You can also see them in the top-level with tags associated for each file.
Q: Can I delete or edit uploaded files?
A: Yes, navigate to the file in Documents and use the edit or delete options.
Related Articles
- Document Management Overview
- Sharing Files with Subcontractors
- Creating and Managing Bid Packages
- Project Setup Basics
- File Security and Permissions
Metadata
Relevant Roles: General Contractor, Project Manager
Feature Area: Documents
Article Type: Workflow / Tutorial