In any industry, maintaining organized and consistent documentation is essential for success. With Buildertrend as your central hub for information sharing, you can easily manage the multitude of activities on the job site. Unlimited file storage facilitates seamless access, upload, and sharing of critical plans, whether you're on the road or in the office.

Create folders to organize files by job, with options to restrict or allow access to clients and subcontractors.

From the Files header, select Documents, Photos, or Videos depending on the file type you are uploading and/or organizing.

• If the file is not job specific, make sure you place the file inside of the Global Documents/Videos folder 

• If the file is job specific, make sure you select the appropriate job from the job list on the left to ensure that all files are organized within that job.

Establish folders to organize your files by clicking Create Folder.

• Give the new folder a title.

• Set viewing permissions (e.g., internal team, clients, subs/vendors).

• Save your new folder.

Upload files into Buildertrend by selecting the folder you would like the file organized in and click Upload.

• Click Browse to select the files you'd like to upload from your computer

• Ensure the viewing permissions for the file(s) are accurate, edit the permissions if they are not.

• Create a notification to go out to the individuals that have access to view the file(s).

• Save when finished to finalize your upload.

You can also upload multiple files at once by selecting multiple files on your computer and dragging/dropping them into the appropriate folder in Buildertrend.

Utilizing the checkboxes, select multiple files to perform mass actions such as:

• Moving the files to another folder.

• Editing the viewing permissions.

• Attaching the files to features in the job

• Emailing the files directly from Buildertrend.

• Downloading the files to your computer.

From the File Dashboard:

Use the action dots to the right of each file for options like:

• Editing, downloading, or deleting the individual file.
• Attaching the file to a job feature.
• Generating a QR code to link directly to the file. (Share button)
• Send by email. (Share button)
• Copy public link. (Share button)
• Adjust file permissions. (Share button)
• Annotating the file.
• Commenting on the file.
• Creating an RFI based off of the file
• and more!  

From the File itself:

You will manage your file from the toolbar at the top.

• Click the action dots to access more actions (see below for available actions)
• Click the chat bubble to comments on the file.

• Click the pen icon to request a signature on the document (see below for more information on requesting signatures).

• Click the clock icon to see previous versions of the file or upload a new version.

• Click the "i" icon to see more information on the file or upload a new version.

• Click the arrow icon to download the file to your computer.

Use the action dots at the top right of the file for options like:

• Attaching the file to a job feature.

• Generating a CR code to link directly to the file.

• Share the file.

• Make a copy of the file.

• Creating an RFI based off of the file.

• Open the file in a new browser tab (for PDF documents only).

• and more!
  

Documents attached to features like Daily Logs are automatically organized into an attached documents folder, keeping everything accessible and organized.

Documents that require a sign-off from your client, internal team, or subcontractors can easily be handled within Buildertrend, ensuring deadlines are met in a timely manner.

To begin, navigate to Documents under the Files header.

Select the folder that contains the document that needs to be signed. Click the action dots next to the document and select Request a Signature.

You can also request a signature directly from the document by clicking the pen icon.

From the Add users dropdown, select all users who are required to sign, then click Add. After adding the necessary users, click Next to continue.

The selected users will appear in the dashboard. Click the trashcan icon if you would like to remove a user from the signature request. When ready, click Next.

• Due Date – Set a specific date or link the signature request to a schedule item for dynamic timing.

• Reminder: Indicate when you'd like Buildertrend to remind the assignees that they have a signature request still pending. All assignees will receive this reminder.

• Notification text: Allows you to add in additional information explaining what the document is and why the signature is being requested.

Review the signature request details, then click Send to deliver the request to the selected users.

The assignee(s) will receive an email requesting signature.

When taken to the document, the assignee will see a notification at the top telling them their signature is needed. They will click Sign to begin the signing process.

After selecting Sign, the assignee will be taken to the part of the document you requested the signature on. They simply click the area you selected to provide their signature or initials.

When the assigned area is clicked, they will prompted to add their signature or initials to the document.

💡Pro Tip:

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Expedite the process by saving your signature in Buildertrend. Whether you type, draw, or upload it, your saved signature can be reused across documents, making the signing process faster, more consistent, and more professional each time.

When all of the required fields have been signed, select Finish to finish the process.

After completion, the top of the document window will show you that the signature have been completed.

The Contents column next to the document displays the number of assignees it's been sent to for signature, along with how many have completed signing.

Clicking the Signature Requests link allows you to view and manage all signature requests associated with the file directly.

Buildertrend's annotation tools for PDF documents enhance collaboration and productivity by allowing users to highlight, comment, and mark up content efficiently. They improve document review processes by enabling clearer communication, organization, and easy reference to key information.

Annotating PDF Documents

Navigate to your documents from the Files dropdown menu.

Locate and select the .pdf file you would like to annotate.

Use the annotation tools available to mark up your .pdf document.

Annotated Documents – Version History

When annotating a .pdf document, each time you Save, this will create a new version of the document. This way each step of the collaboration and review process is documented.

Select the .pdf document that has been annotated and navigate to the Version History tab.

Effortlessly archive job site photos in Buildertrend, ensuring your team, subcontractor crew, and clients stay informed about crucial moments on the site. Customizable permissions enable you to create internal and client-facing folders, empowering clients to conveniently track weekly progress without the need for constant calls or emails.

Photos attached to features like Daily Logs are automatically organized into an attached photos folder, keeping everything accessible and organized.

Capture intricate job site details through video, perfect for walkthroughs, progress updates and more. Storing videos on Buildertrend offers an integrated experience, with customizable permissions to share them with internal users, subcontractors, and clients.

Videos attached to features like Daily Logs are automatically organized into an attached videos folder, keeping everything accessible and organized.

With Buildertrend’s mobile app, you can manage all your job files including Documents, Photos, and Videos from anywhere in the field.

Whether you're capturing progress, reviewing a contract, or sharing installation details, uploading and organizing files is quick and simple.

This ensures your entire team has instant access to the most up-to-date project information, keeping communication clear and work moving forward.