Project library
Plans, permits, specs, legal documents and photos together.
Run the job · Documents
Every document of the job, in one place.
Drawings, specs, permits, contracts, quotes and site photos live on the project. Decide per document who sees it, send a read-only link you can turn off, and know when it was opened.
- Default life of a share link
- 30 days
- Know when it was opened
- Views counted
- Client and contractor sharing
- Per document
- Turn a link off
- 1 click
How it works
Save it once, share it right.
- 01
Everything lands on the project
Exported drawings, the cabinet package, the material list PDF, signed contracts and uploads are saved to the project's documents.
- 02
Choose who sees it
Flip Share with client or Share with contractors on each document. Nothing goes out by default.
- 03
Send a link or a signature request
Copy a read-only link, send it by email or WhatsApp, or send the PDF for signature.
Tracked links
Links you can take back.
A document link opens a read-only PDF page. It expires after 30 days by default, counts its views and records when it was last opened, and you can turn it off at any time. Only a hash of the link is stored.
- Read-only PDF page, no account needed
- Copy link, email or WhatsApp
- View count and last opened
- Turn off any time; deleted documents stop opening
Organized
Folders that match how a remodel runs.
Floor plans, measurements, specs, permits, legal documents, export packs and other files each have their place. On multi-space projects, contracts, quotes and invoices can be labeled with the spaces they concern.
What you get
A document library your client and crew can rely on.
Share with client
Selected documents appear in the client's portal.
Share with contractors
Give the crew the drawings without the client's payments.
Read-only links
Expiring, trackable PDF links you can turn off.
Send for signature
Email a document to sign, with signature and date boxes placed.
Save, download, print
Every document available as a PDF.
The details
What usually lives here
- Permit floor plans and the electrical sheet
- Elevations, top view and cabinet schedule
- Material list and spec PDFs
- Contracts, quotes, change orders and invoices
- Site photos and the client's uploads
- Task summaries from the Action Inbox
FAQ
Common questions
Works with
Connected on the same project
- Run the jobE-signaturesPlace the fields, send in order, countersign, remind. No account to sign.Learn more
- Run the jobClient portalWhat your client sees: design, documents, payments, schedule and messages.Learn more
- Run the jobContractor portalInvite your trades: scope, drawings, schedule, updates and payment requests.Learn more
One place for every page of the job
Save, share and track every document on the project.