The Document Manager is your project's central file storage — a dedicated space to upload, organize, and share all of the contracts, permits, invoices, inspection reports, insurance certificates, and other paperwork associated with each renovation.
The Document Manager allows you to upload files of any type to a project, organize them into folders, and share them with team members, contractors, or partners who have access to the workspace.
Navigate to the Document Manager from within any project. Create folders to organize documents by category (Contracts, Permits, Insurance, etc.). Upload files by dragging and dropping or selecting from your device. Share specific documents or folders with relevant team members directly from the interface.
Managing renovation projects generates a mountain of paperwork. Keeping permits, contracts, and insurance certificates organized and accessible is critical for legal protection, lender compliance, and team coordination. The Document Manager ensures you always know where every important file is — and that your whole team can access what they need, when they need it.
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