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ProPlans Help

Upload documents

Who canAdminManagerCrew

Documents is the project’s library for everything that isn’t a plan sheet: specs, permits, RFIs, contracts, invoices, site photos. Upload a file once, and the people you choose can open it on any device.

ProPlans takes PDF, JPEG, PNG, SVG and Word files.

Upload a document

Section titled “Upload a document”
  1. Open the project and tap Documents in the toolbar at the top of the plan.
  2. Tap Upload Documents at the bottom of the list.
  3. Tap the plus button, then choose where the files come from: Take Picture, Open Gallery or Select Files. You can pick several files at once.
  4. Tap Continue. A bar shows each file going up, then the app says Processing documents… while it gets the pages ready.
  5. Tap each document to check it. Give it a Document Name, choose a Category, set Access Control, turn any page that is the wrong way round, and tap Save.
  6. When every document has its tick, tap Save.

On a Mac, click instead of tapping. Select Files opens the Mac’s own file window, and Take Picture uses the Mac’s camera; the first time, the Mac asks to let ProPlans use it.

The documents are in the list straight away, under the category you chose.

Good to know

Section titled “Good to know”
  • Names are unique. A name the project already has is refused with “There is another document with this name.”
  • Changed your mind? Tap Cancel, or go back, before you save. The files are thrown away and don’t count against your storage. Once it says Processing documents…, wait for it to finish.
  • Long documents fill in page by page. A page that isn’t ready shows a spinner, then its picture, without you leaving the screen.
  • Who is told. Only people who can open the document get a notification about it, so a private one nobody else can open announces nothing.
  • You need a connection to upload. Offline, the app says so rather than trying.
  • Storage. Uploads count against the storage of the project owner’s account. When it is full, Upload Documents explains what to do: see Storage.
  • Viewers can open documents but don’t see Upload Documents.
  • From a message, note or task, you can upload a document as you link it, without leaving what you were writing: see Photos, files and links in messages.
Section titled “Related”