Module 2: Admin Scheduler - Upload Documents Guide

📋This article covers how to upload and organise documents inside a Loop Logics job, from opening the Documents section through to selecting a category and completing the upload. Loop makes it simple to drag and drop documents for easy access and management of project files, keeping everything the team needs in one place rather than scattered across emails and local folders.

Step 1 - Access Job Module

Click the Job Module to access information for the property.

Navigate to the specific job module you want to add documents to
This displays all project details and related information

Step 2 - Open Documents Section

Click "Documents" to view all related files for the selected job.

The Documents sections displays all upload files for the property
Shows documents organisation by category
Displays file status and related information

💡Working from the correct job module keeps documents attached to the right property and job, so anyone opening that job later can find what they need without hunting through other jobs.

Step 3 - Initiate New Documents

Click "Documents" to view all related files for the selected job

Opens the document upload interface
Prepares the system to accept a new file
Shows available upload options

Step 4 - Select Upload Option

Click "Upload" to choose files from your device for adding to the document list

Opens files browser dialog
Allows you to select files from your computer
Supports various file formats (PDFs, documents, images, etc.)

Step 5 - Open Category

Select a category for uploading documents

Click on the category dropdown field
A list of available document categories appears
You must select a category before uploading

Step 6 - Choose Category

Click "select category" to categories the document appropriately

Available Categories Include:

Authority to Proceed
Client Correspondence
Client Instructions
Consultant Quotes
Contracts
Customer Correspondence
External Reports
Finance
Imported from Prime
Insurance
Invoices
Job Letters
Material Reports
Permits/Permissions
Product Documents
Safety Documents
Scope of Works

Details:

Select the most relevant category for your document
This helps organise and retrieve documents efficiently
Proper categorisation improves document management

💡Choosing the right category up front makes it far easier for the the team to find a document later, rather than needing to search through every file on the job.

Step 7 - Select Documents to Upload

Click "Drag 'n' drop" documents here, or click to select documents" to add files.

Upload Methods

👉 Drag and Drop: Drag files directly into the upload area

▶️ Click to Select: Click to open files browser and select files

Details

You can select multiple files at once
The system accepts various file formats
Supported file types included PDFs, Work documents, images, spreadsheets, etc.

Step 8 - Documents Saved

Details

Your document is now saved in the documents tab under the selected category
The document appears in the document list for the job
Team members can access the documents through the Documents section.

👇Recap

You've learned how to open the Documents section for a job and start a new upload.
You've selected a category and uploaded a file via drag-and-drop or the file browser.
You understand where uploaded documents land and who can access them.

🙅‍♂️Common mistakes to avoid: Uploading before selecting a category, and saving documents to the wrong job.

🥇What good looks like: The correct job module, an accurate category selection and a document that's easy for the next person to find.

FAQ

Can I upload more than one document at a time? Yes, you can select multiple files at once when uploading.

Do I have to choose a category before uploading? Yes, a category must be selected before the upload will complete.

What file types can I upload? The system accepts a range of file formats, including PDFs, Word documents, images, and spreadsheets.

Where do uploaded documents show up? In the Documents tab for that job, filed under the category you chose. Any team member with access to the job can view them from there.

❓ Need Help?

If you have questions or need assistance, use the chat box in the bottom-right corner to contact the Loop Logics support team or email support@looplogics.com

👉 Continue your learning, next step is to move onto Module 3: Admin Scheduler - Workflows and Job Status, click this link to continue.