Document Management

The document management section can be found at the bottom of the project overview. It allows you to keep track of all the documents you need for a project in one place. 

Saving a Heatpunk report to the document manager

Let’s use the quote as an example of how to save a document to the document management section. When previewing the customer proposal report, you will see a menu on the right-hand side with a save button at the bottom. After clicking the save button, you can go back to the Project Overview and see that the quote has been saved to the document section.

Upload a document from your device

To upload a document from your device, click the Upload button. Then drag and drop the file, or use the Upload File button to find the document you wish to upload. 

View, rename, download, or delete files you’ve saved to your project

If you’d like to download any of the files you’ve added to your project, go to the relevant document and click the Download button. 

You can change the name of a file you have uploaded by clicking the three dots and choosing Rename.

To categorise your saved files, click the three dots and select Reassign.

To download one of your saved files, click the three dots and select Download.

To delete a document, click the three dots and then Delete. This will delete the saved version of the document from the file management section of your project.