Document Management Module

In this article we explain:-

• What documents types you can upload
• Uploading and managing documents (Training Video included)
• Viewing, editing, and renaming documents
• Searching, filtering and exporting your contract documents
• Downloading individual documents or the Document Register

What documents you can upload

With Document Management modules on our platform you can easily access project and contract documents. Once you upload your documents to Built Intelligence, you can organize them into subfolders and link to them directly from your sheets.

The platform offers you unlimited storage for documents, as long as they’re uploaded to the Documents section of your project.

The platform supports all document formats (by default) including PDF files as well as a number of other file types:

Enterprise plans can limit files formats and files sizes.

Currently no file types can be previewed or marked up on the platform. They must be downloaded first.

Uploading and Managing Documents

All contract users are able to upload documents on the platform by default for the contracts they can access. Only System Admins can delete documents on a contract. Only System Admins, Super Users and End Users can add or edit documents on a contract.  Read-only users will only be able to view them. To upload documents on the platform, complete the following steps:-

• Select the contract that you’d like to upload documents to
• Click on the “Documents” workflow
• Click “Create new” action button
• Complete the submittal form and click create documents
• Next select “Drag and drop" your files or choose to upload from your computer
• Once the files are uploaded you can return to the register

You’re able to upload multiple documents at once from the upload screen. For large documents it will provide you with a progress bar.

Training Video: How to find and save Contract Documents:

Viewing, editing, and renaming documents

Once your documents have been uploaded, you can view, edit, or rename them from the “Documents Register” page. Navigate to the item on the Document Register that contains your files and select the documents or fields you wish to change.

Searching, filtering and exporting your contract documents

To quickly find a document you’re looking for, use the search bar at the top of the Register. You can search by reference, title, document type, issue date, issued by, status and revision.

You can also use the filter and export your documents using the actions button at the top of each column and the Register.

Downloading individual document or the Document Register

To download a spreadsheet of the whole document register, click the "xlsx" action button.

To download an individual document from the platform, open up the document on the Register and click the “Download” icon in the bottom left-hand corner of the screen.