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Keep contracts and permits in your project

The Documents section on Project Home keeps the files everyone on the project needs: the contract, permits, drawings and quotes.

Add a file

  1. Tap Add a file, then Choose a file or Choose a photo.
  2. Give it a Title (up to 120 characters), for example "Building permit".
  3. Pick its Kind: Contract, Permit, Drawing, Quote or Other.
  4. Tap Upload.

Files can be PDFs or photos, up to 20 MB each. Owners and editors can add them. The header shows Files and Receipts counts.

Open, rename or delete

Tap a file to open it. Press and hold it, then choose Edit to change its title or kind, or Delete file. Deleting removes it for everyone in the project. Owners and editors can edit or delete any file, not only their own.

Receipts

Receipt photos you attach to the project's expenses appear in the same section. Tap one to open its transaction. A receipt you can't open shows Unavailable.

Show or hide the section

Documents is a Home section. Use Customize Home to move or hide it. Viewers see it only when it has something in it.