# 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:

1. **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.

2. **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.

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*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.*