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View files for a project

This article will explain how to view files for your project. You can also read about how to upload files, and which files that are visible for the customers.

This is a guide for case managers and administrators in APEX.

Follow these steps to view files for a project:

  • Click the menu icon at the top left.
  • Click "Projects" in the menu
  • You will now se a list of all the projects you have access to.
  • Click the correct project, and you will see the project dashboard. 
  • Click the project menu button at the bottom right project menu
  • A new menu will pop up - click "View files"

Files

The different types of files will be sorted in boxes. You can upload or view files in the different boxes. To upload you can simply drag-and-drop files from your computer. You can also click on the cloud icon to choose from your files and upload to the correct box.

  • Floor plans: Upload floor plans for your project. These can be reached during inspection, new case etc. 
  • Logo: Logo for you project that will be visible on the client page, and also on the reports from inspection and takeover. 
  • Zoning plans
  • Genreal permission
  • Provisional permission to use: Upload the provisional permission to use and it will be visible for all units in the project during takeover.
  • Certificate of completion: Upload the certificate of completion and it will be visible for all units in the project during takeover.
  • Files: Files for internal use.
  • Public files: Files that will be visible for all clients in the projects on the client page under "My documents".