Attachments & File Management

Uploading Files

Files can be added to an RFI when it is being created or as part of any reply. Drag and drop directly onto the RFI form, or use the upload button to browse from your device.

Multiple files can be added in one action. Supported formats include PDFs, common image types, CAD-exported drawings, and standard office documents.

Accessing Files

Attachments can be opened directly from any RFI thread, from the central Files area, or from notification emails (if your project allows).

Some files are restricted to in-app viewing only, in which case the download option will not appear.

Version History

When a new version of a file is uploaded with the same name, the system retains the previous version and links them together.

You can browse the history of any file from the Files area, see who uploaded each version, and download earlier versions if required.

In-App Previews

PDFs, common image formats, and many office documents can be previewed in the application without being downloaded.

Mark-ups and comments made on previews are saved alongside the file and visible to all viewers with appropriate permissions.

Central File Repository

The Files section provides a unified view of every document associated with the project, regardless of which RFI it was uploaded to.

Files can be filtered, searched, and grouped by type, uploader, or date — useful when you remember a document exists but cannot recall which RFI it came from.