How do I add files to a Project?

In Contractor Foreman, adding files to a project can be accomplished through several methods, offering flexibility in how you manage and organize project-related documentation. Whether uploading documents, images, or other media, files can be added directly to a project or through modules associated with that project, such as Daily Logs, Punch Lists and most of our modules.

Uploading Files Directly to the Project from the Files and Photos Module

To upload files directly to a project where no files have been uploaded yet, go to the Files & Photos module by navigating to the main Menu. This will take you to the central location where all files are stored.

Once inside the Files & Photos module, you will need to create a folder (if no files have been uploaded yet) where you want the files to be uploaded. Click on the “+ Create a Folder” button, select your project and click on the blue “Save” button.

Once we have created the Project Folder, now we can upload our documents by dragging the files to Contractor Foreman or by clicking on the bold text Click & Drag.

If you have previously uploaded any sort of documents, there will potentially be more folders within the main Project Folder. Also, notice that the “Plans” folder was automatically created for convenience and ease of use.

Uploading files & photos directly from the project view

Open the relevant project from the project navigation menu, or from the Projects module. When you are inside the project, navigate to the Files & Photos section from the left panel. You can create folders and upload files to your project directly from this screen.

To create a folder click on the “+ New Folder” icon (at the left side of the screen above all the folders) and to upload a file click on the green Add button located on the right hand side of the screen.

Adding Files from a different Module.

When you upload a document, file or photo to any other module in Contractor Foreman, the system auto-creates a folder with the name of the Module. For instance, if we create a Daily Log and add a picture. Next time we go to the Project’s Files and Photos, a new folder “Daily Logs” will be there and our files in it. See below screenshot where we have uploaded a photo. The next screenshot is from the Projects Module, Files and Photos section.

Please notice that now we have an extra folder named “Daily Logs” and there is 1 file there. Also, see that of the 2 pictures shown, one has the Daily Log tag, meaning that this photo was uploaded to the Daily Logs Module and that it is in that folder.

Adding Files via the Mobile App

For users on mobile devices, files such as images can also be uploaded directly from your phone’s gallery. Open the Contractor Foreman app, and navigate to the Files and Photos module from the menu, and click on “View Project Files” to view all folders. Select the folder you want to upload files to, and click the + button to add files. There you can add files as attachments and upload files to the relevant folder. This mobile-friendly feature allows you to upload quickly and associate images or documents with a project while on-site, streamlining the documentation process.

To upload files, you can do this directly from the module where you are working on. For example during and inspection, you can take a picture and add it to the inspection record. Once you have done that, as we mentioned above, it will create a folder called “Inspections” and the picture will be there. It creates the folder only the first time you upload a picture there.

See below all the pictures we have added throughout this article in the Projects Module, Files and Photos tab.