Files in a project

In Cactusoft Construction, the files are linked to project. They are easily consultable, so you can add elements related to each project (and then categorize files), modify file information; other options are available to you.

Add files from schedule

1. From theHome | Site planning | Worksite schedule

2. Select a worksite

3. Click on right mouse button and select Attach files

4. Choose it kind file name and name the file in the field Name

5. To attach a file, you have two methods:

   1. Press the ➕ button

      1. By pressing the button ➕, a window will appear

      2. Browse your folders to find your file you want to attach.

      3. When you have found your file, double click on it or click to select the file and press Open

   2. Drag a file

      1. Click and hold the file to drag it to theweb application

      2. Release it when you're on top of the app

6. If you put the wrong file, you can delete it by pressing the ✖ button in the corner of the file

7. When everything is ready, click Send; it is located at the top of the window

View files

1. From theHome | Site planning | Worksite schedule

2. Select the existing site

3. Click on the right mouse button, head towards the your project number

4. Click on View attachments

5. You can see your files on the project

6. Click on Close to exit the window

Attach files from the site editor

1. From theHome | Site planning | Worksite schedule

2. Select the existing site and go to the function To modify

3. From the left menu, select Files

4. You will see a button Attach files in the right menu, click on it

5. To attach a file, you have two methods:

   1. Press the ➕ button

      1. By pressing the button ➕, a window will appear

      2. Browse your folders to find the file you want to attach.

      3. When you have found your file, double click on it or click to select the file and press Open

   2. Drag a file

      1. Click and hold the file to drag it to theweb application

      2. Release it when you're on top of the app

6. If you put the wrong file, you can delete it by pressing the ✖ button in the corner of the file

7. Fill in the fields and click Send; he is located at the top of the window

8. Press Apply to save the information and then click Close

Attach files from the site editor on mobile

1. From theHome | Site planning | Worksite schedule

2. Select the existing site and go to the function To modify

3. Press the drawer menu which is located in the left corner of the window

4. Go to Files

5. In the right corner of the window, you will see a bulb

6. Tap it and then tap Attach files

7. Fill in the information and press the ➕ button to attach your file

8. If you put the wrong file, you can delete it by pressing the ✖ button in the corner of the file

9. Press Send; it is located at the top of the window

10. Press Apply to save the information and press Close to exit the site editor

Shipping history

1. From theHome | Site planning | Worksite schedule

2. Select the existing site and go to the function To modify

3. Press the drawer menu which is located in the left corner of the window

4. Go to Files

5. In the right menu, click the button Open file management

6. In the upper right corner, click the three points

7. Choose Shipping history

8. You can see the history of sent files

9. To leave Shipping history, click on the arrow in the upper left corner

10. To return to the project files, click on the arrow in the upper left corner

Show filters for files

1. From theHome | Site planning | Worksite schedule

2. Select the existing site and go to the function To modify

3. Press the drawer menu which is located in the left corner of the window

4. Go to Files

5. In the right menu, click the button Open file management

6. In the upper right corner, click the three points

7. Click on Show filters

8. You will probably see the following message: No filter is selected.

9. To filter, click on the three points in the subbar

10. In the menu you have Group by And Categories

    1. Group by

       1. If you go to Group by, you can choose between Daytime Or Category

       2. Click on the one that interests you

    2. Categories

       1. If you go to Categories, you can select one or more file categories

       2. Click on the one that interests you

11. You can combine filters Group by And Categories for display

12. To remove a filter, click ✖ next to the filter name

13. When you are finished, click the arrow in the upper left corner

View previous versions

1. From theHome | Site planning | Worksite schedule

2. Select the existing site and go to the function To modify

3. Press the drawer menu which is located in the left corner of the window

4. Go to Files

5. Place your cursor on the file and three points will be displayed in the corner of it

6. Click on the three points

7. Choose View previous versions

8. You can see all the information of the background files

9. You have other options that offer you:

   1. Download file

      1. Click on the link in blue to download the file for viewing

   2. Edit information

      1. Click on the three points next to the file to modify

      2. Click on To modify

      3. Edit the desired information and click Apply to save the information

   3. Delete information

      1. Click on the three points next to the file to modify

      2. Click on DELETE

      3. Confirm deletion by clicking DELETE

10. To exit the window, click Close

Edit file information

1. From theHome | Site planning | Worksite schedule

2. Select the existing site and go to the function To modify

3. Press the drawer menu which is located in the left corner of the window

4. Go to Files

5. Place your cursor on the file and three points will be displayed in the corner of it

6. Click on the three points

7. Choose To modify

8. Modify the desired elements and click Apply to save changes

Replace the file with another

1. From theHome | Site planning | Worksite schedule

2. Select the existing site and go to the function To modify

3. Press the drawer menu which is located in the left corner of the window

4. Go to Files

5. Place your cursor on the file and three points will be displayed in the corner of it

6. Click on the three points

7. Choose Replace and a window will appear

8. To attach a file, you have two methods:

   1. Press the ➕ button

      1. By pressing the button ➕, a window will appear

      2. Browse your folders to find your file you want to attach.

      3. When you have found your file, double click on it or click to select the file and press Open

   2. Drag a file

      1. Click and hold the file to drag it to theweb application

      2. Release it when you're on top of the app

9. If you put the wrong file, you can delete it by pressing the ✖ button in the corner of the file

10. Click on Replace to make the change

Download file

1. From theHome | Site planning | Worksite schedule

2. Select the existing site and go to the function To modify

3. Press the drawer menu which is located in the left corner of the window

4. Go to Files

5. Place your cursor on the file and three points will be displayed in the corner of it

6. Click on the three points

7. Choose Download and your file will be downloaded

Delete file

1. From theHome | Site planning | Worksite schedule

2. Select the existing site and go to the function To modify

3. Press the drawer menu which is located in the left corner of the window

4. Go to Files

5. Place your cursor on the file and three points will be displayed in the corner of it

6. Click on the three points

7. Choose DELETE

8. Click on DELETE to confirm the deletion of the file

Read the site report

When the site sheet has been completed, a site report will be created.

1. From theHome | Site planning | Worksite schedule

2. Select the completed site and go to the function To modify

3. Press the drawer menu which is located in the left corner of the window

4. Go to Files

5. In the section Site sheets, you will see a PDF file

6. Click on it to download or go through the three points and select Download