Skip to main content

Upload Files & Photos

Summary

This tutorial guidescovers youhow throughto uploadingupload files and photos todirectly into your BuilderPal projects,projects ensuringfrom easyvarious organizationsources, helping you keep all job-related documents centralized. Effective uploading ensures quick access for your team, streamlines collaboration, and sharingcreates ofa importantreliable documentsaudit liketrail plans,for photos,progress or reports. Proper file management keeps your team aligned, reduces miscommunication,tracking and maintains a clear record for audits or references.compliance.

How-To Video

{{VIDEO_MODULE}}

Prerequisites

  • AccessYou must have access to an active project in BuilderPal.
  • FilesPrepare your files or photos ready on your device, Google Drive, or Dropbox.Dropbox beforehand.
  • No special permissions required beyond your assigned role.

Steps

  1. Open the create menu and select upload type. Click the plus button atin the bottom center of your screen and select File or Photo from the list of create options.

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

  3. VerifyConfirm the project selection. Ensure the correct project and parent folder areis selected forto yourassociate upload.the upload properly.

  4. SelectSet whethersharing options. Choose if you want to share the file with subcontractors and bid packages.packages for broader access.

  5. AccessVerify yourthe uploadedupload location. Your document is now accessible in theyour project documents page under the assigned parent folder.page.

Confirmation

OnceYour uploaded,document theis filenow appearsaccessible in theyour selectedproject project'sdocuments Documents section within the chosen folder.page.

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 seeif the share option for subcontractors?subcontractors doesn't appear?
This option appearsonly onlyshows if your project has active subcontractors or bid packages orset linkedup. subcontractors.Add If not visible,them first setvia upthe subcontractorsproject settings or bid management tools.

Can I upload files from multiple sources in yourone projectsession?
settings.No, each upload is handled individually, but you can repeat the process quickly for multiple files.

Why isn't my uploaded file visible to the team?
Check the sharing settings from step 4 and ensure team members have the appropriate permissions as outlined in Document Visibility & Permissions.

What happens if I upload toselect the wrong folder?project?
You can moveedit the filefile's afterwardproject byassociation editing its detailslater in the Documentsdocuments page, but double-checkselecting the parent foldercorrectly during upload to savesaves time.

IsAre there afile limitsize onlimits storage?for uploads?
FreeBuilderPal planssupports havefiles generousup storage,to a reasonable size for construction docs, but Provery offerslarge unlimited.files Monitormay usagerequire incompression; monitor your account settingsstorage toin avoid hitting caps.settings.

  • How Documents Work in BuilderPal
  • Default Folders Explained
  • Document Visibility & Permissions
  • OrganizingOrganize 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

Back to top