How do I add project documents?

Open the project, go to the Documents tab and click Upload Document. Choose the file, optionally set a type and expiry date, then click Upload.

Steps

1. In the left menu, under Field Operations, click All Projects, then click the project's name.
2. Click the Documents tab.
3. Click Upload Document. The Upload Document panel opens.
4. Optionally, choose a Document Type. If the type you need isn't there, click Add new type.
5. Optionally, set an Expiry Date.
6. Under File, choose the file (JPEG, JPG, PNG or PDF, up to 12 MB).
7. Click Upload. You'll see Document uploaded successfully.

Good to know

• Documents are grouped by type. Documents without a type are listed under Uncategorised, at the end.
• Each document shows its upload date, its expiry date (if set), an Active or Expired label and a download button.
• If there are more than 10 documents, use the arrow buttons at the bottom to move between pages.
• To learn more about types, see What are document types?

If something goes wrong

• Please choose a file to upload: choose a file before you click Upload.
• Allowed file types: .jpeg, .jpg, .png, .pdf: upload one of these file types.
• File must be 12 MB or smaller: use a smaller file.

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