Share project documents with the field team

Where project documents live

Open the project and select the Documents tab. You can:

• Upload files — drag and drop, or browse. Drawings, permits, photos, PDFs and spec sheets.
• Add link — point at a file stored elsewhere, for example a shared drive folder, without uploading a copy.
• View all files — see everything attached to the project in one list.

Sharing with the field is deliberate

Project documents are not visible to the field by default. Turn on the share with field team option on a document to expose it to Site Leads and Workers, who then see it inside the work order drawer in the field portal.

Keep the default off for anything commercial — estimates, subcontractor pricing, internal margin notes. Share the things a crew genuinely needs on site: drawings, permits, cut sheets, site access instructions, safety documentation.

What the field sees

A shared document appears on every work order under that project, so you do not have to re-attach the same drawing to each phase. Unsharing removes it from the field view immediately; the file itself stays on the project.

Good practice

• Name files so they are readable on a phone: Level-2-mech-drawing-RevC.pdf, not scan001.pdf.
• Re-upload revisions with the revision in the filename rather than overwriting silently, so crews can tell which set they are on.
• Use links for large document sets that live in your drawing system.

Related articles

• Add contacts, locations and project managers
• Create a work order
• Let field workers self-assign to work orders