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About the Project Library

Store all documents relevant to your project: specifications, drawings, manuals, photos, project plans, and so on. Every project has its own library.

Project members can view documents you add to the library and access that information in the field. You must have Document Manager privileges to upload documents.

You can switch between a flattened file view of the library or a folder view of the library.

Add Folders and Upload Content

  • Add folders to the library.
  • Add files and folders to the library folders. You can upload files from several sources, including your computer, Box, Google Drive, and so on.

In Library Preview, selecting a library item enables the Actions drop-down menu. This menu gives you access to the markup tools, which allow you to annotate and draw on any document in the library. You can also edit tags and locations and delete a document. Document managers can also upload documents, delete documents, and edit document locations.

To display a full-screen preview of a library document, double-click a document. Search the library by filtering on location, tags, date, or folders. You can also access the Markup tools in this view.

Supported File Types

To ensure that others can view and mark up image files directly in the field, use the following formats:

  • PDF
  • BMP
  • GIF
  • JPEG/JPG
  • PNG
  • TIFF

Markup

  • Annotate and draw on documents in the library.

Download

  • Download a library document to your computer.

Actions

  • Rename a library document or edit library document tags. Document managers can also delete documents and folders, move folders, and edit document locations.

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