Documents

IN THIS ARTICLE

Attach documents to your FieldDoc records to different folders in your portfolio.

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Documents

The Documents feature in FieldDoc allows users to upload and store important files within a Project, Pact, or Activity. This centralizes documentation so that relevant materials—such as reports, designs, permits, or data sheets—are easily accessible to all collaborators working on a project.

Documents uploaded to a record are only visible to users with access to that specific record, helping ensure that sensitive or project-specific information remains secure. This feature is especially helpful for teams that need to share reference materials or maintain a clear record of supporting documentation over the lifecycle of a project.

To add a document, navigate to the Documents tab of your chosen record and click the upload button. Supported file types include common formats such as PDF, DOCX, XLSX, and more.