Projects involve more than just Drawings. There are all sorts of other project documents that you need to read and mark-up to get that project over the line. The Documents tab exists to hold reports, approval forms, sketches, specifications and anything else you may want to reference from a drawing on your project. And like your drawings, your whole team can collaboratively mark up these documents in real-time.
Note: you are only able to upload documents via the web, you cannot upload documents in the iOS app there is a link to the web in the Windows 10 app.
To upload a batch of supporting documents (perhaps start with the project brief), follow the steps below:
- From the Project Overview page, select the Documents tab in the left side menu and then select + Upload documents.
- You will be taken to the Upload page, the first step of the Drawings upload flow, after being shown a quick overview of the process.
There are two methods to upload files into the Document Uploader: using Drag and Drop or the standard File Explorer.
- To use the Drag and Drop method, simply select the files you wish to upload into Drawboard Projects and drag them over the circular Drag and drop your documents here area in the middle of the Upload page.
- The alternative method is to simply click on the blue Upload from your computer button inside the Drag and Drop area. A file explorer window will open, allowing you to search your computer or your cloud drive for a PDF file of your documents. Select which PDF drawing files you want to add to the project and press Open.
- During the uploading process, you can also now minimize the window via the blue minimize icon in the top right of the screen and continue working on other parts of your Drawboard Projects project while you wait.
- There is also the option to add more files to the list of the uploads already in progress by clicking on the + Add more files button next to Cancel upload in the bottom left corner of the screen.
- Once all of your documents have finished uploading, click the blue Next button.
- Now you have the chance to review the document name and add tags to documents before publishing to your project.
- The grey title bar lists the file name for each file uploaded to Drawboard Projects - in the example above, this would be "The Funge Design Brief.pdf".
- Selecting the check box next to each individual document will only select that one document.
- Selecting the check box at the top left of the page will select all documents that have been uploaded.
- By selecting a group of documents using bulk actions, and then clicking Update tags, you can apply tags to your documents to help categorize them more efficiently.
- These tags can then be used on the document list to quickly filter through subsets of your documents, similar to using folders.
Filtering using Show
- By clicking on the Show dropdown in the top right of the screen, you can filter your uploaded documents by those that have errors (so they can be corrected).
- By selecting a group of documents using bulk actions, and then clicking Delete, you can delete individual documents from this upload process. This cannot be undone, and would require documents that have been deleted to be re-uploaded later if you decide you want them in the project.
- If you would like to publish some of the documents that have been uploaded while you work on correcting errors, a Publish selected option will appear when selecting documents that do not contain any errors.
- Once all the errors in the uploaded documents have been addressed, the Publish all option will turn blue and you will be able to advance to the next step.
- This step can be minimized as well while in progress as well as before publishing.
- Once publishing has finished, you can navigate to the Documents page to see a list of the documents you have published to your project.