Files

Files – Your Project’s Digital Filing Cabinet

• The Files section keeps every document right where you need it—organized, accessible, and secure. From contracts to drawings, nothing slips through the cracks. 
• No more chasing email attachments or digging through folders; everything lives here in one place.

What You Can Do Here

• View and access all uploaded project documents
• Open and review files anytime, anywhere
• Keep every document organized in one secure place

Accessing Files

• Log in to the customer portal.
• From the left-side menu in the top navigation bar, click Files.
• A complete list of all documents uploaded for your project will open.

Pro tip: Think of the Files section as your project’s library—the more it’s updated, the easier it is to find exactly what you need.

Access Uploaded Files Instantly

• Every document your organization shares is stored here, ready for you whenever you need it. 
• No searching through emails or multiple drives—everything is in one place, organized and easy to find.

What You Can Do Here

• View all files uploaded to the organization portal.
• Download or open documents directly from the portal.
• Stay up-to-date with the latest versions of project files.

Download Files – Quick Access Made Simple

Need a copy of a document? The portal makes it effortless. With just a click, your file is ready to use, no waiting, no extra steps.

What You Can Do Here

• Click the download icon to save any file instantly.
• Access documents offline whenever you need them.
• Keep a personal copy for reference or sharing.

Find Files Instantly

• Looking for a specific document doesn’t have to be a chore. 
• The search bar helps you zero in on exactly what you need in seconds.

What You Can Do Here

1. Type the file name in the search bar to locate it quickly.
2. Filter results to narrow down by type, date, or uploader.
3. Access the file directly from the search results.

Controlled Downloads – Keep Access in Your Hands

• The Architect Portal gives you full control over what customers can access. 
• Each file or folder comes with a “Visible to Customer” toggle, letting you decide who gets to download what.

What You Can Do Here

• Toggle Visible to Customer to control download permissions.
• Files remain visible in the Customer Portal but can be restricted from download.
• Hover over restricted downloads in the Customer Portal to see the “Download restricted” tooltip.

Pro tip: Use this feature to share only what’s necessary—controlled visibility keeps sensitive files secure while maintaining transparency.