📝 Overview

The Files tab is a project's document library — everything uploaded for the project, organized into folders (CAD, Commissioning, Design, HOA, Inspections, Installation Photos, Permitting, and more). Upload, organize, preview, and download files without leaving the project; files are stored securely and image/PDF thumbnails are generated automatically.

The Files tab — a project's documents organized into folders, with upload, search, and list/grid controls.

💡 What You Can Do

• Upload files (drag-and-drop or picker) — up to 50 at once.
• Organize with folders.
• Move files with the Move button or by dragging.
• Browse the current folder or All Files, and search by name.
• Select files to download (bulk = zipped) or delete; right-click for quick actions.
• Pin important files, preview images/PDFs, and switch list / grid views.

📤 Uploading Files

Click Upload to open the uploader — drag-and-drop files or click to browse (up to 50 at a time). Choose a Category and destination Folder, then Upload File. Uploaded images and PDFs get automatic thumbnails.

The uploader — drag-and-drop or browse (up to 50 files), then pick a Category and Folder.

🗂️ Folders & Organizing

Click Folder to create a new one (name it, then Create Folder). The Home breadcrumb shows where you are, and the Current Folder / All Files toggle lets you browse inside a single folder or see every file at once.

Create Folder — name it and click Create Folder to add a new folder.

🚚 Moving Files

There are two ways to move files into a folder:

• Move button — select one or more files, click Move in the toolbar, choose a destination folder, and confirm.