The Files panel holds every document uploaded to the project, grouped by category, with each drawing set broken out into its sheets. It’s where you upload, open and tidy up files.
Open the Files panel
Click Files in the left rail. On a phone, tap Files in the bottom tab bar.
Find and open a document
- Category folders (Drawings, Specifications and so on) show how many documents they hold. Click a folder to expand or collapse it.
- A document with sheets expands to list them in page order. Click its name to expand or collapse it.
- Click a sheet to open it in the main window. The panel stays open, so you can click through sheets one after another.
- Open a whole document from its ⋮ menu → Open.
To find a sheet by number or name without scrolling, use Search this project… in the top bar (⌘K, or Ctrl+K on Windows), or the Contract Documents Register.
Sort the list
- Click the … button at the top of the panel.
- Under Sort by, choose Name, Date modified or Date created.
See a document’s details
With a document or sheet open, the properties panel on the right shows its details:
- For a document: status, number of sheets and pages, size, category, discipline, when it was uploaded and its file name — plus Download and Reprocess buttons.
- For a sheet: page, scale and sheet name, the document it came from — plus Open whole document.
The document menu
Hover a document and click ⋮ (always visible on a phone):
- Open — open the full PDF.
- Category — move it to another category. See Document Classification.
- Reprocess — read the document again, for example after a failed upload.
- Delete — permanently remove it.
Delete a document
- Click the document’s ⋮ menu → Delete.
- Confirm with Delete. This can’t be undone.
Deleting a document also removes its sheets and frees a document slot on plans with a limit.
Sample drawings
New projects can start with a sample residential drawing set so you can try the agent straight away. While it’s there, the panel shows Using sample drawings. When you’re ready to use your own files, click Delete on that bar and confirm. The sample sheets and everything read from them are removed.
