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Files

How to upload, organize, and manage project files in SiteRise.

Purpose

This article covers how to upload, organize, and manage Files within SiteRise.

Who Uses This

All project team members and external partners who need to share or reference project documents.

How It Works

The Files area of a project stores all documents related to that job — plans, contracts, specs, and reports.

You can upload files by dragging and dropping them into a folder, or using the "Upload" button.

Organize files into folders, and use version control to keep track of updates without losing older versions.

Best Practices

  • Use a consistent folder structure across all projects (see File Organization).

  • Name files clearly and consistently, including dates or version numbers where useful.

  • Regularly archive or remove outdated files to keep folders easy to navigate.

Troubleshooting

If a file fails to upload, check the file size and format against platform limits, or try a different browser.

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