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Files are super easy to upload, organize, and manage in each BuildBook project.
There's no limit to what you can upload, from the construction agreement you have with your client to plans, drawings, or inspirational pics. Store anything here that will help your team and client have access to all the information they need during the course of the project.
By default, files are visible to your Pro Team members and any Collaborators you add with everything access. You can choose to share files with clients as well as limited access users.
In your Files tab either click "Upload Files" and upload from your device - or simply drag and drop the file you want to upload.
Organize your files with folders by clicking "New Folder" and adding as many folders as you need.
Easily move files into different folders by dragging and dropping them. Files are automatically sorted by the date they were last updated. If you want to move a file out of a folder, just drag it to the "Up a Level" link inside the folder.
List View vs. Grid View
In the upper right, click the List View dropdown to switch to Grid View, which allows you to see folders and files in a different layout.
In Grid View you can also sort by Name, Created, File Type, and Shared.
To the right of each file and file folder is a menu with three dots that will give you the option to do a few things with files:
Download: download files to your device
Rename: easily give files or folders new names
Share with Client
Share with Limited Files Users
Trash: delete unwanted files. Trashed files are relocated to the Deleted Files folder, where you can permanently delete them if you need to. You can access deleted files by clicking the menu to the right of the List View/Grid View dropdown and click "Show Deleted."
File types that are viewable (PDFs, images) can also be previewed by simply clicking on the file name and opening the item. You can download a file from the preview by clicking the three dots in the upper right and clicking Download.
By default, files and folders are only visible to project members with access to Everything in Files permissions.
Note: If you share a folder, everything in that folder is also shared.
We recommend creating folders for your Client or Limited File Users and uploading all files you'd like to share with each role inside of it.
Seamlessly share your project files with external collaborators through user-friendly public links.
Folder Sharing: Share entire folders, including all nested subfolders and files.
Individual File Sharing: Choose specific files for sharing.
Link Expiration - Public links do not expire unless the folder/file has been unshared.
Permissions - Only full-access users can share a public link. Anyone viewing a public link can view or download the file. Editing permissions are not allowed.
Root folder sharing - While Public Links for Files provides extensive sharing capabilities, sharing is currently limited to the root level (the first set of folders within your files area). Subfolders and individual files within a folder cannot be shared from child folders below the root folder. If a child folder needs to be shared, the root folder above needs to be shared.