Module 8: Project Coordinator - Upload Documents

Step 1: Open the Job Module

Click the job module you want to upload a document to (for example, Roof Report RP02).

Details:

• A job can have several modules open at once, shown as tabs along the top
• Each module has its own Documents tab, separate from the others

Step 2: Open the Documents Section

In the module's left-hand menu, click Documents.

Details:

• Sits among the module's other sections, alongside Site Photos, Site Forms, Estimates, and Forms
• Lists any documents already uploaded, grouped by category

Step 3: Start a New Document

Click New Document.

Details:

• Opens a dropdown with options including Upload
• Other categories already on this job (Reports, Scope of Works) are listed below the New Document button as existing groups

Step 4: Choose Upload

Click Upload from the dropdown.

Details:

• Opens the file selection screen, starting with a Category field
• A placeholder prompts "Please select document category" until one is chosen

Step 5: Select a Category

Click the Category field, then choose the category that best matches the document — in this example, Quote Request.

Details:

• Other categories available include Authority to Proceed, Client Correspondence, Client Instructions, Consultant Quotes, Contracts, Customer Correspondence, External Reports, Finance, Imported from Prime, Insurance, Invoices, Job Letters, Makesafe Reports, Photo Schedules, Prestart Documents, Purchase Orders, Reports, Safety Documents, and Scope of Works
• Choosing the right category up front is what determines where the document appears afterward

Step 6: Select the Document to Upload

Click "Drag 'n' drop documents here, or click to select documents" and choose the file from your device.

Details:

• The selected category is shown just above the drop zone, confirming where the file will be filed
• Multiple files can typically be selected at once from the file picker

Step 7: Confirm the Document Is Saved

Check the Documents tab for the new category group — in this recording, Quote Request now appears as its own group alongside Reports and Scope of Works.

Details:

• The document is saved under the category selected in Step 5, not just added to one flat list
• Clicking the category group expands it to show the document(s) filed there

Summary

Key Upload Documents Steps:

Starting the Upload:

• Open the job module, then click Documents in the left-hand menu
• Click New Document, then Upload

Filing It Correctly:

• Select a Category before choosing the file — this determines where it's filed
• Select the document from your device via the drag-and-drop area

Key Points to Remember:

• Documents are organised by category (Reports, Scope of Works, Quote Request, and so on), not a single flat list
• The category has to be set before uploading — it can't be added afterward from this same flow
• Each job module has its own separate Documents tab

👇 Recap

• You've learned how to open a job's Documents tab and start a new document upload.
• You've selected the right category for the document before uploading it.
• You've confirmed the document is now filed under that category.

FAQ

Where do I upload a document for a job? Open the job module, click Documents in the left-hand menu, then click New Document and Upload.

What categories are available when uploading a document? Authority to Proceed, Client Correspondence, Client Instructions, Consultant Quotes, Contracts, Customer Correspondence, External Reports, Finance, Imported from Prime, Insurance, Invoices, Job Letters, Makesafe Reports, Photo Schedules, Prestart Documents, Purchase Orders, Quote Request, Reports, Safety Documents, and Scope of Works.

Can I change a document's category after it's uploaded? This recording didn't show how to do that — the category is selected as part of the upload step itself.

Can I upload more than one document at a time? The drag-and-drop area supports selecting files from your device, which typically allows multiple at once, though this recording uploaded a single document.