# Pro: Document management

<p class="callout info">This guide applies to the **Pro** versions of Heatpunk</p>

Pro enables you to upload and store documents within a project, allowing you to keep track of everything you need for a project in one place. Documents uploaded here can also be attached to any [emails sent within Heatpunk](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails/page/pro-sending-emails-from-heatpunk "Pro: Emailing").

---

The **document management section** can be found at the bottom left of the project overview.

### **[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2025-11/scaled-1680-/iyOkILAYff0h2JYx-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2025-11/iyOkILAYff0h2JYx-image.png)**

## **Uploading files to the document manager**

Files can be saved directly from a project or uploaded from your device. These can also be sent in emails through Heatpunk. If you have team files you'd like accessible on all projects when sending emails, you can upload these to your team uploads.

### **Saving a Heatpunk report to the document manager**

When previewing any report in Heatpunk, you will see a **menu on the right-hand side with a save button at the bottom**. This will save the file to the document manager.

[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2025-11/scaled-1680-/w8TCrR2DpmYLH7rx-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2025-11/w8TCrR2DpmYLH7rx-image.png)

<p class="callout info">If you make changes to a document, you will need to re-save it for the updates to appear in the document manager.</p>

### **Upload a document from your device**

To upload a document from your device, **click the Upload button**. Then use the **Upload File** button to find the document you wish to upload.

[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2025-11/scaled-1680-/TkW290mS6EfAiEgq-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2025-11/TkW290mS6EfAiEgq-image.png)

## **Options on saved files**

To edit the details on any saved files, click the three dots

[![image.png](https://help.heatpunk.co.uk/uploads/images/gallery/2025-11/scaled-1680-/tn4AMcfy3Ap1Gw2o-image.png)](https://help.heatpunk.co.uk/uploads/images/gallery/2025-11/tn4AMcfy3Ap1Gw2o-image.png)

You will then see the following options:

<table border="1" id="bkmrk-rename-the-file-name" style="border-collapse: collapse; width: 100%; height: 283px; background-color: rgb(255, 255, 255); border: 1px solid rgb(101, 211, 221);"><colgroup><col style="width: 8.33995%;"></col><col style="width: 91.6203%;"></col></colgroup><tbody><tr style="height: 70px;"><td class="align-center" style="height: 70px; border-color: rgb(101, 211, 221);">[![Edit.jpg](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/scaled-1680-/6M6gz1NJneGPPmZb-edit.jpg)](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/6M6gz1NJneGPPmZb-edit.jpg)</td><td style="height: 70px; border-color: rgb(101, 211, 221);">**Rename**

The file name will display if it's sent in any emails in Heatpunk. You can change the name of a file by clicking **Rename**.

</td></tr><tr style="height: 73px;"><td class="align-center" style="height: 73px; border-color: rgb(101, 211, 221);">[![Switch.jpg](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/scaled-1680-/Tq74w8GDZVKo8Md8-switch.jpg)](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/Tq74w8GDZVKo8Md8-switch.jpg)</td><td style="height: 73px; border-color: rgb(101, 211, 221);">**Reassign**

Each file you upload has a type, this is used when [sending emails in Heatpunk](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails/page/pro-sending-emails-from-heatpunk "Pro: Sending emails from Heatpunk"). To reassign this type, click the three dots and select **Reassign**.

</td></tr><tr style="height: 70px;"><td class="align-center" style="height: 70px; border-color: rgb(101, 211, 221);">[![Download.jpg](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/scaled-1680-/wmZ0JHkpTpkgZIgN-download.jpg)](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/wmZ0JHkpTpkgZIgN-download.jpg)</td><td style="height: 70px; border-color: rgb(101, 211, 221);">**Download**

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

</td></tr><tr style="height: 70px;"><td class="align-center" style="height: 70px; border-color: rgb(101, 211, 221);">[![Delete Red.jpg](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/scaled-1680-/4qYOMQwLrGzZWDr4-delete-red.jpg)](https://help.easy-pv.co.uk/uploads/images/gallery/2025-11/4qYOMQwLrGzZWDr4-delete-red.jpg)</td><td style="height: 70px; border-color: rgb(101, 211, 221);">**Delete**

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

</td></tr></tbody></table>

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## <span class="corp-icon material-symbols-rounded icon-support mceNonEditable" style="user-select: none;">​</span>Still Need Help? / Want to know more?


- **Related FAQs:** Check out our [Pro and Enterprise FAQs](https://help.heatpunk.co.uk/books/faqs/chapter/pro-and-enterprise) for answers to common questions
- **Further guides**: Take a look at our [Pro help guides](https://help.heatpunk.co.uk/books/getting-started-with-pro) and [Reports, document storage and emails help guides](https://help.heatpunk.co.uk/books/reports-document-storage-and-emails)
- **Live training:** [Book onto a live demo session](https://cal.com/midsummer-energy/heatpunk-pro) to see this feature in action

**Contact Support:** If you've got further questions, get in touch with our support team at **help@heatpunk.co.uk** (UK) or **help@heatpunk.ie** (IE). *If you are experiencing a bug, to help us look into your issue faster, please include the email address of your account, the name of the project and screenshots of any unexpected behaviour.*