Project Files

Modified on Wed, 24 Sep at 5:20 PM

The project's 'Files' sub-tab is where you store the project's files you want your contractors and the client (with permission) to access.  That is via the Site/Build button / opening your project by clicking on the job number or the 'Show' button / clicking on the Files sub-tab. The files can be pdfs, word and excel documents, photo's and even video files.  


The ‘Files’ sub-tab page is broken down into a number of file folders.  The black folders are automatically loaded into each project, typically these are Plan and Specs, Images, Plan Variations, Others, Tender, Client Files, Contractors, Task Files/Photos, and Trash.  You can create your own folders too these are a teal colour and we'll cover that later in this article.




Folder viewing permissions

 

To the right of each File section, we have the folder's viewing permissions.  As you can see, the first few folders have a 'Viewable by all' permission, this means that anyone you give access to a project (a contractor/supplier or the client) can see what has been uploaded into these folders. 

Other folders have different viewing permissions - scrolling down the page and looking to the right will display the viewing permissions for each folder. i.e. 


The ‘Others’ folder is viewable only by your branch staff and contractors (not the client) but contractors can see all of the files in this section.


The ‘Tender’ folder is viewable only by your branch staff and contractors only (not the client) - but contractors can only see their own files that they have uploaded. 

 

The ‘Client Files’ folder is viewable only by your branch staff, and the client, contractors, and suppliers cannot see what's in this folder.  


The ‘Task Files/Photos’ folder stores all the scheduled task attachments, viewable only by your branch staff and contractors of that task.




The Contractors Folder

 

Every contractor who has been given access to the project gets their own folder within the job, and these are displayed by clicking on the contractor's ‘Show All’ button. This button will display when at least one contractor has been added to the project.


By selecting a contractor folder, we can see that each contractor folder is only viewable by your branch staff and that contractor's company login only. No other trades have access to another trade's contractor folder.




The Images folder

 

The ‘Images’ folder has two sub-tabs - the ‘Shareable images (for client and branch staff)’ allows you to share these photos via your Facebook account, while photos moved to the ‘Non-shareable images’ folder cannot be shared from RAVE.



NOTE: Any Images uploaded here will display on the Build Overview page, this should be used to store key project images only as too many images stored here will slow down the load time of the Build Overview page. Especially Contractors trying to load via their phone/tablet onsite.  We suggest using the Albums feature for all image/video files as its designed for multiple images and works efficiently on site. 




Uploading + Managing Files


Uploading/Drag + Dropping files(s) into a Folder


We can easily upload a file(s) by dropping them into the drag-and-drop field of a File folder.  Or you can click on this area to open your device's file browser/images gallery to select the file(s) you want to add.




File action drop-down menu


To the right of each file is an 'Open' button, plus an action drop-down menu.  Clicking on the open button will open the file in a new browsing tab, the drop-down menu allows you to Download the file, or to Edit, Move, Copy, or Delete the file as noted below.




Edit a Filename + Mark as the 'Latest Version'


Once a file has been uploaded to a folder, you can click the 'Edit' option to change the file name OR mark the file as the 'Latest version'. The 'Latest version' check box will add a 'Yes' to the Latest Version column and an orange asterisk to the left of the file name. 

Note: When a file has been updated, you will now see the










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