The Documents section is a centralised space where all project-related documents can be stored, organised, and shared with project participants. It allows users to upload plans, reports, photos, and other files, maintain version control so everyone always has access to the latest information, and manage document access through user permissions.

⚠️ Important: The documents and actions available to you depend on your project permissions and the configured document visibility rules. As a result, different project participants may see different documents or have access to different actions within the Documents section.

Documents Section Viewing Modes

There are several ways of viewing the Documents section. The view modes are shown below:

Folder Structure Mode

1. Access the Documents section by clicking on the "Documents" button in the navigation menu.

2. A folder icon appears in the top right corner. Click on the folder icon to switch to the folder structure view mode:

In the folder structure view mode, you can see the following data of the documents:

A) Amount of points (on the document)

B) Amount of versions (of the document)

C) Document name

D) Type of document (report, plan, picture)

E) Uploaded by (the author of the document, i.e. the person who uploaded it)

F) Upload date

Thumbnail View in Folder Structure Mode

1. By clicking on the "Thumb View" button in the folder structure mode, you can view the documents in Thumbnails:

Note: By hovering over a thumbnail, three dots appear. When clicking on the dots, there are several actions to choose from such as Preview, Download, Edit, Archive, Delete, Show Details of the document and Add version:

2. Return to the list structure by clicking on "List view":

List Mode

1. Access the Documents section by clicking on the "Documents" button in the navigation menu.

2. Click on "Entire project" on the top and select the requested list. In this e.g. 1. Onsite Follow-up.

Note: It is not possible to switch to folder structure mode when you are viewing the Documents section on list-level.

Thumbnail View in List Mode

1. By clicking on the "Thumb View" button in list mode, you can view the documents in Thumbnails:

2. Return to list view by clicking on "List view":

Document Functions

By hovering over a document with your cursor, you will see three extra functions appear:

1. Preview the document by clicking on the eye icon

2. Download the document by clicking on the download icon

3. Edit, Archive, Delete, Show details of the document or Add version by clicking on the three dots

Note: When you have access rights to use the above icons, they are shown in dark grey. If any of these functions are light grey, it means you do not have the necessary access rights on the whole project. Please contact the administrator of the project to get the correct access rights.

Documents Saved Views & Advanced Search

In the search bar at the top of the screen, you can click on the "Filters" button located on the left side of the search bar in order to display the active or archived documents that appear in the drop-down menu below:

1. The active documents are displayed by default.

2. Click on the "Advanced Search" button to search on Type, Operator and Criteria.

The application will automatically filter on "All" but you can also choose to filter your documents more precisely according to different criteria (Name, Upload date or Uploader). You can also access this screen by clicking the small arrow on the right-hand side of the search bar.

Note: Do not forget to take capital letters into account. The data you enter in the search bar must correspond to the document's data.

Folder Visibility

By clicking on the arrow next to the folder, it will show or hide folders. When the arrow is aimed downwards, the subfolders are visible:

Adding a Subfolder

By hovering over a folder with your cursor, three dots will appear. Click on the three dots:

After clicking on the dots, a menu appears where you can Move the folder up and down, Add subfolders, Change the name, Synchronise with Bricsys 24/7, Upload documents inside the folder, Move the folder to another folder or Delete the folder. Click on "Add subfolder":

A window appears, in which you can input the subfolder's name and then click on the "Add" button:

Note: You cannot add any new subfolder in the "Pictures" and "Reports" folders.

The "My pictures" and "My reports" subfolders are created automatically and all your pictures and reports will be saved in these folders:

Note: When a participant in your project gives you access to their pictures or reports folders, a new folder will be added automatically with the name of the user displayed on it, for example:

Pictures - (name of user A)

Reports - (name of user B)

Exporting the Folder Structure to Excel

1. Click at the top of the folder structure next to "Folders" on the three vertical dots:

2. A menu appears, click on "Export structure" to export your folder structure from the application into an Excel file:

Example of the exported folder structure as Excel file:

Importing the Folder Structure from Excel