Home building document management

Explorer-style organization

Browse files in a familiar tree by project area and document type, or filter by category, date, and status. Every file carries a required file date and a display name, so the newest approved drawing is never ambiguous.

• Drill down by area, bundle, and document type
• Required file dates and custom display names
• Drag and drop uploading with mandatory metadata

Relate documents to each other

Bundles group documents that belong together: an invoice with its contract, a revised drawing with the version it replaces, a warranty with the product spec. Open one and step straight to its siblings.

Review plans in the browser

Open PDF drawing sets in-app, jump to a page, and leave annotations tied to a specific spot on a specific page. Each markup requires the project area it relates to, so comments reach the right room and the right people.

• Page-level PDF annotations with threaded replies
• Deep links straight to a page and markup
• Area tagging so comments are filtered to the right room

View almost anything without downloading

PDFs, images, emails saved from Mac Mail or Outlook, and 3D model exports open in the browser. Share a single document with someone outside the project using a secure link when they should not see the whole job.

Frequently asked questions

What file types can I store and view?

PDFs, images, office documents, saved emails in .eml and .msg format, and 3D model exports including .glb and .dae files, with in-browser viewing for most of them.

Can I share one file with someone outside the project?

Yes. Secure share links give a single document to an outside party without granting access to the rest of the project.

How do I keep drawing revisions straight?

Each file has a required file date and display name, and bundles relate a revision to the document it supersedes so the current version is clear.