What are project documents?
Learn about project documents. This article explains the different types of documents associated with project management and their significance.
Step 1: Access Documents
- Log in to your BuildPass account.
- Find the "Documents" section in the dashboard or menu.
Step 2: Understand Categories
- There are three main categories:
- Project Documents: uploaded for a project and only visible within the context of that job
- Company Documents: available for anyone with access to the company
- Other Documents: documents submitted by Workers and Subcontractors that aren't SWMS, Insurances, Tickets or SDS
Step 3: Upload documents
- Press the "Upload Documents" button and drag and drop in the file or files you are wishing to add
- Assign a "Document Type" which will help categorise documents when viewed by workers
Step 4: Manage Accessibility
- To grant access to workers, click on a document.
- Click "Edit" and select "Make available to workers."
- To restrict access, deselect the option.
Step 5: Setup Folders
- Press "Create folder" to add a folder
- Select documents you wish to move into a specific folder and press "Move" to choose the destination folder.