Upload and find files

🗂️ Keep drawings, certificates, manuals and photos with the building, asset or work order they belong to, and find them all again on one page.

Attach a file where it belongs

  1. Open the site, building, space, area, asset, work order or inspection. Under Attachments, click Add new and pick the file. One file at a time. You need the Editor role or higher on that site.

  2. A picture becomes an image with a thumbnail and a preview. Anything else becomes a document: a PDF opens in the viewer, other documents are downloaded.

  3. The menu on an attachment offers View, Download and Delete.

The block shows the newest files first, with Show N more attachments for the rest, and switches between a grid and a list.

Find every file on one page

  1. On a computer, click Files in the side navigation, or press F. Every image and document in the organization is listed with Name, Location, Added by, Date added, File type and File size.

  2. Search by name, or click Filter to narrow by File type, documents or images, and Location.

  3. Click a name to preview the file. Click its location to open the item it belongs to.

Upload on the Files page attaches files to a site or a building: choose where under Upload in..., then Select files to add several at once. Drawings of a building are best uploaded as DWG files.

Good to know

  • An image can be up to 64 MB and 80 megapixels. A document can be up to 1 GB.

  • Files are not part of the search box. Use the Files page to find them.

  • Floors have no attachments of their own. Attach to the building or the space.

If it doesn't work

There is no Add new under Attachments

Viewers cannot upload. Ask an Admin in your organization to change your role; see Get access when something is missing.

Files is missing from the side navigation

The Files page is shown on a computer. On a phone, open the item and use its Attachments.

Upload on the Files page is grayed out

It needs the Editor role on every site. An editor on some sites attaches files from the item instead.

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Axel Buhlmann

Axel Buhlmann

Customer Success Manager

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