All building documents are uploaded, edited, and stored in the Document page.
Committee Members and Owners have access to many functions and features to assist with the management of Documents including multiple view types, advanced search functionality, and communicating with managers and other stakeholders.
Navigate to the Documents page by selecting the Documents icon from the left-hand menu.
View and Update
To view and update a document, click anywhere in the row of the document (except for the plan number).
This will display document details, including the file name, building information, category, lot number, document tags, the contacts the file is shared with, document history, and a file preview.
On the top right of the document preview, users can rotate the document and zoom in and out when reviewing the file.
Click the three dots on the top right of the document preview to 'Download' or 'Share File' the document.
Share Documents by Email
Committee Members and Owners can send documents as email attachments directly from the Documents page using their default email application.
To send a document by email, open the document and click the three dots on the top right of the document preview, and select Share File.
The default email application will open automatically with the selected document attached.
Enter the recipient, subject, and message details, then send the email from the email application.
This feature allows documents to be shared quickly without needing to download and manually attach files to an email.
Search Bar
Committee Members and Owners can use the search bar to find a file uploaded to the Documents page.
Search for available filters using key information about the file, such as the plan number or contractor name.
On the left side of the page, users can apply multiple filters to refine their search.
Under Special Markers, they can filter by All documents and Favourites..
Additionally, users can filter the page by Plan Number, Category, Lot, Document Tag, and Date Added.
Number of Results
Scroll to the bottom of the page to change the number of results shown.
Committee Members and Owners have the option to view 50 results per page, 100 results per page, 500 results per page or all.
To change the number of results per page, click the dropdown to select the number of results per page filter.
List View
Committee Members and Owners can view documents on the Documents page in List View, which displays key details such as plan number, category, file name and date added, with all results organized in rows.
To change the view to List. Click the bullet icon on the top right.
If no other view is selected, the Document page defaults to List View.
Users can organize documents in their preferred order by clicking the arrow next to the column heading in the list view.
Grid View
Committee Members and Owners can view documents in Grid View, displaying a file preview with the file name beneath it.
Message Stakeholders
Users can select 'Message' on a Document to open a chat with selected users and contacts.
Under Members, select the recipient by user group or name. Enter your message and click "Create New Chat" to send it.
Favourites
Users can save documents to a list of Favourites. Click the three dots on the right of the row of a file, select 'Add to favourites' in the dropdown, to save it as a favourite.
The star icon will appear on the row of the file.
View the list of files saved under this view by selecting the check box 'Favourites' under Special Marker. To remove a document from the list of Favourites, click the star icon.
Linked Jobs
Files uploaded to the Documents page can be linked to a job in the portal. When a file is linked, a wrench icon appears in the document row.
Click the wrench icon to navigate to the job's work summary page.
Committee Members and Owners should contact us with any further questions regarding this process.
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