Files for a project | Documentation de Cactusoft Construction

View files from a project

From theHome | Sales | Projects
Click on the three points from the project row and choose View attachments
You can see your files of your project
To return to the list of projects, click on the left arrow next to your project name

From theHome | Sales | Projects
Click on the three points from the project row and choose View attachments
To add a file, you have two methods:
1. Click on the cloud icon
  1. The icon is located in the right corner, click on it. If this is the first time you add a file to a project, you can click on the ➕ button
  2. A window will appear
  3. Browse your folders to find your file you want to attach.
  4. 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
Choose it kind file name and name the file in the field Name
If you put the wrong file, you can delete it by pressing the ✖ button in the corner of the file
When everything is ready, click Send; it is located at the top of the window
To return to the list of projects, click on the left arrow next to your project name

Add multiple files:

Before sending the file, you can add other files by pressing the button ➕ at the bottom of the page.

From theHome | Sales | Projects
Click on the three points from the project row and choose View attachments
Place your cursor on the file and three points s’afficheront dans le coin de celui-ci
Click on the three points
Choose To modify
Modify the desired elements and click Apply to save changes
To return to the list of projects, click on the left arrow next to your project name

From theHome | Sales | Projects
Click on the three points from the project row and choose View attachments
In the upper right corner, click the three points
Click on Show filters
You will probably see the following message: No filter is selected.
To filter, click on the three points in the subbar
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
You can combine filters Group by And Categories for display
To remove a filter, click ✖ next to the filter name
When you are finished, click the arrow in the upper left corner

You can hide the filters by clicking on them. three points in the upper right corner.

This function only applies to engineering plans.

In the lower left corner, you will have an icon to let you know that previous files are available.

From theHome | Sales | Projects
Click on the three points from the project row and choose View attachments
Place your cursor on the file and three points will be displayed in the corner of it
Click on the three points
Choose View previous versions
You can see all the information of the background files
You have other options that offer you:
1. Télécharger le fichier
  1. Click on the lien en bleu 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
To exit the window, click Close
To return to the list of projects, click on the left arrow next to your project name

From theHome | Sales | Projects
Click on the three points from the project row and choose View attachments
Place your cursor on the file and three points will be displayed in the corner of it
Click on the three points
Choose Replace and a window will appear
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
If you put the wrong file, you can delete it by pressing the ✖ button in the corner of the file
Click on Replace to make the change
To return to the list of projects, click on the left arrow next to your project name

From theHome | Sales | Projects
Click on the three points from the project row and choose View attachments
Place your cursor on the file and three points will be displayed in the corner of it
Click on the three points
Choose Download and your file will be downloaded
To return to the list of projects, click on the left arrow next to your project name

From theHome | Sales | Projects
Click on the three points from the project row and choose View attachments
Place your cursor on the file and three points will be displayed in the corner of it
Click on the three points
Choose DELETE
Click on DELETE to confirm the deletion of the file
To return to the list of projects, click on the left arrow next to your project name

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

From theHome | Sales | Projects
Click on the three points from the project row and choose View attachments
In the section Site sheets, you will see a PDF file
Click on it to download or go through the three points and select Download
To return to the list of projects, click on the left arrow next to your project name

You can add or modify your files when you plan your worksite. View page Files in a project.