Documents
Document Management in Projects
The Bridge platform includes a built‑in document repository for each project. This ensures that all files (plans, permits, photos, invoices, etc.) are tied to the correct job and only accessible to users assigned to that project.
🔗 How Documents Are Tied to a Project
- Per‑Project Libraries: Every project has its own Documents tab. Files stored here live only within that project and do not appear elsewhere in the system.
- Folder Hierarchy: Documents can be organized into folders and sub‑folders. A “root” folder is created automatically for each project; you can add additional folders for phases, trades, or document types.
- Permissions Inherit Project Roles: Access to a project’s documents is controlled by project roles (e.g., Member, Leader). Users cannot see documents for projects they’re not assigned to.
📁 Navigating the Documents Tab
- Grid / List View: Toggle between a thumbnail grid and a traditional list for easier browsing. Use the “Grid” or “List” buttons in the top toolbar.
- Breadcrumb Navigation: A breadcrumb trail appears at the top of the file view (e.g.,
Home / Concrete / 2025-11-12). Click any breadcrumb to jump back to a parent folder. - Actions Menu: The Actions button lets you create a new folder, upload files, or perform bulk actions (depending on role permissions).
📤 Uploading Files
You can add documents to a project in two ways:
-
Drag & Drop Upload
- Simply select files from your computer and drag them into the file area.
- A drop zone appears, and the upload begins automatically.
- You can drag multiple files at once; upload progress indicators will show status for each file.
-
Upload via Actions Menu
- Click the Actions button and choose Upload Files.
- Select one or more files in the file picker dialog and confirm.
During upload, files are stored in the current folder you’re viewing. To upload into a sub‑folder, navigate into that folder before dragging the files in.
📑 Organizing & Managing Files
- Create Folder: Use the Actions menu or right‑click (if supported) to create a new folder. Name it appropriately (e.g.,
Blueprints,RFI Responses). - Move / Rename / Delete: Depending on your permissions, you can drag a file into another folder to move it, or use context actions to rename or delete.
- File Types: The system supports common file formats (PDF, DOCX, XLSX, images, etc.). Large files will upload as long as they don’t exceed the configured file‑size limit.
⚙️ Actions Menu Options
Within the Documents tab, an Actions button appears in the top‑right corner. This menu adapts based on what you have selected and your permissions. Here’s what each option does:
| Menu Option | When It Appears | What It Does |
|---|---|---|
| Upload Files | Always visible | Opens a file‑picker so you can choose one or more files from your computer. Files are uploaded into the current folder. |
| Create folder with [n] selected | Visible when one or more items are selected | Creates a new folder and moves the selected file(s)/folder(s) into it. You’ll be prompted to name the new folder. Useful for organizing items after upload. |
| Rename | When a single file or folder is selected | Allows you to change the name of the selected item. Simply type the new name and confirm. |
| Move | When one or more items are selected | Opens a dialog to choose a destination folder within the same project. Use this to reorganize files or folders. |
| Download | When one or more items are selected | Downloads the selected file(s) or folder(s) to your computer. If multiple items are selected, they may be downloaded as a ZIP archive. |
| Delete | When one or more items are selected (and you have permission) | Permanently removes the selected items from the project’s document library. A confirmation prompt will ask you to confirm before deletion. |
Notes:
- Options like Rename, Move, Download, and Delete are context‑sensitive: they only appear when you have selected one or more items in the document list/grid.
- Permissions assigned via project roles determine whether you can see and use these actions. For example, a read‑only role may not see Delete.
- To select multiple items, use the checkboxes or hold
Ctrl/Cmd(depending on your OS) and click each item.
Including these descriptions will help users understand what each action does and reduce the chance of accidental file movements or deletions.
✅ Best Practices
- Maintain a Clear Structure: Use folders for phases or disciplines (e.g.,
Framing,Electrical,Inspections) so team members can find files quickly. - Version Control: When updating drawings or specs, include version dates in filenames (e.g.,
FloorPlan_v2_2025-11-12.pdf) to avoid confusion. - Permissions Checks: Before inviting external collaborators, review their project role to ensure they have access only to the files they need.
By organizing documents within each project and leveraging drag‑and‑drop uploads, teams can keep plans and records centralized, improving collaboration and reducing the risk of misplaced files.