Documents

IN THIS ARTICLE

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

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.