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Upload Files & Photos

Summary

This tutorial guides you through uploading files and photos to your BuilderPal projects, ensuring easy organization and sharing of important documents like plans, photos, or reports. Proper file management keeps your team aligned, reduces miscommunication, and maintains a clear record for audits or references.

How-To Video

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Prerequisites

  • Access to an active project in BuilderPal.
  • Files or photos ready on your device, Google Drive, or Dropbox.

Steps

  1. Click the plus button at the bottom center of your screen and select File or Photo from the create options.

  2. Choose to upload your photo or document from project documents, your device, a Google Drive share link, or a Dropbox share link.

  3. Verify the correct project and parent folder are selected for your upload.

  4. Select whether to share the file with subcontractors and bid packages.

  5. Access your uploaded document in the project documents page under the assigned parent folder.

Confirmation

Once uploaded, the file appears in the selected project's Documents section within the chosen folder.

FAQ

What file types are supported for upload?
BuilderPal supports common formats like PDF, JPEG, PNG, DOCX, and more—up to 100MB per file. If a file type isn't accepted, convert it to a supported format before uploading.

Can I upload multiple files at once?
Yes, select multiple files from your device or links in one go, but ensure they all go to the same project and folder to avoid reorganization later.

Why can't I see the share option for subcontractors?
This option appears only if your project has active bid packages or linked subcontractors. If not visible, first set up subcontractors in your project settings.

What happens if I upload to the wrong folder?
You can move the file afterward by editing its details in the Documents page, but double-check the parent folder during upload to save time.

Is there a limit on storage?
Free plans have generous storage, but Pro offers unlimited. Monitor usage in your account settings to avoid hitting caps.

  • How Documents Work in BuilderPal
  • Default Folders Explained
  • Document Visibility & Permissions
  • Organizing Files
  • Attach Documents

Metadata

Relevant Roles: Admin (GC), Admin (SUB), Admin (SHORTCUT), Team Project Manager, Team Member, Team Finance Manager, Team Business Manager, Team Supervisor
Feature Area: Documents
Article Type: Workflow / Tutorial

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