SiteMarker has a fully built-out document storage area!
SiteMarker allows it's users to upload several different files into the Files tab, assuming you have the correct permissions level to do so.
To get to the Files page go to the Project Dashboard and look at the top bar for "Files"
There are several different options here:
- Creating Folders and File Uploads
- File Types
- Maneuvering around
- File Options and Archive
- Permanent File Folders
Creating Folders and File Uploads:
When you click on new folder the screen above pops up allowing you to enter a name and description. once created you can open up the folder and add files or create another folder. You can continue nesting these items as much as you want
Uploading a file works similarly to uploading an image to a project or to a pin.
Here it will open up your files to add a file, or you can drag and drop a supported file type into the box and hit save
Files Types:
- .jpeg
- .png
- .gif
- .webp
- .bmp
- .mp4
- .qiucktime
Maneuvering Around:
This clip shows how you are able to move around the document management system to see and switch between folders
File Options and Archive:
To view a file you can double-click on it to open up a preview.
To view the options menu that each file has click the options button on the far right of each file:
Here you will see:
Upload New Version:
Here you can upload new versions and maintain your files. Here is more information.
Download:
Download the individual file selected
Archive:
Archiving allows you to delete the item from files without actually deleting it. Archive mode can be toggled on and off which would then show the archived items.
Edit:
Edit lets you change the name and description of the file
View:
View enters you into the preview mode you can also get into by double-clicking on the file
Move:
This mode pops up a view with the folder options. The down carrot key indicated that there are more folders within that folder. You can click on the folder you want to move a file into.
Delete:
This deletes your file from the system for good, so make sure you mean to delete and not archive!
Share:
This screen allows you to share a file or folder with someone on the project, or make it public so you can send it to whomever.
The top bar "Public link" lets you hit copy and send a link to that specific file for people who might not be in the project. These people will only be able to see the contents of the folder/file and nothing else in the project or workspace.
You will also see Printable QRCode at the top, which lets you link directly to the public link so everyone can scan the code and see your files. More info here
If you have other members in your project they will be displayed and you can click on their account to send them the file. It will send them a link by email to view the file in a browser.
Permanent File Folders:
We have added two folders that will be on every project you create, to help you keep everything tidy and quickly able to download in bulk.
The following 2 folders are the ones you see below:
Pin Files:
This holds all of the photos taken on pins, which allows for easy download and extraction
Reports:
This will hold all PDFs of the reports you have generated on a project, broken up into Project types or All Reports. If you would like to you can still share this folder so users can view all of your reports on an self updating link