Files ​

Files is the company-wide library: every document, drawing, photo and report in one searchable place, organised in folders, with the same upload sources available inside each assessment.

Files — New folder and Upload, the folders rail, counters, and file rows with UIDs, types and dates

  1. New folder / Upload files — organise and add at the top level.
  2. Folders rail — e.g. the automatic Assessments folder; click into any folder to browse it.
  3. Counters — folders, files, images and total size for the current view.
  4. File rows — name, UID, type (PDF, Word, Excel, image…), date, and the ⋮ menu (preview, share, download, delete). List/grid toggle on the right.

Search matches names and indexed content — Bee and search both read inside your PDFs, Word, Excel, Outlook .msg, .rtf, DWG/DXF drawings and zip archives.

Upload Sources (Everywhere) ​

SourceWhat It Does
Upload filesPick from disk (or drag & drop); tiles show thumbnails and processing status while indexing
From FilesAttach an existing library file without duplicating it
From RecordsAttach voice recordings and their transcripts

Shared (including company-owned) files open and update reliably since 3.6.3.

Files Inside an Assessment ​

Each assessment's Files tab is a scoped view of the same library:

Assessment Files — upload sources, counters, image rows, and the locations rail

  1. Upload / From Files / From Records.
  2. Folder, file, image and size counters.
  3. Rows with download and delete; images feed the damage viewer.
  4. The locations rail (damage/general assessments).

Bee is available right inside the Files tab (3.5.0) — ask it to summarise a document or find a clause without leaving the page.

Snapshots ​

Assessment files support Snapshots (freeze/restore the file set and state) — see Assessments → Snapshots.

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