Buildxact

Article contents - Steps on how to upload documents/images and add descriptions.

You can upload documents and images to Buildxact in the document section. This can be found under the Lead Details, Estimate Details or Job Details tab. Common examples of the types of useful documents to upload:

Plans (the full sets as opposed to the plans in the Plans &amp; Takeoff area)

- Permits
- Plans (the full sets as opposed to the plans in the Plans &amp; Takeoff area)
- Selections documents
- Trade/supplier quotes
- Progress reports
- Images

How to upload documents/images to Buildxact

Note: The example below will be shown from the Estimate Details tab, but you can also upload from the Lead Details and Job Details tab in the documents section.

From the Estimate Details tab scroll down to the Documents section located on the bottom left-hand side of the screen.

In the Upload File box click or drag and drop the documents/images you want to upload. For this example, we are going to click the Upload File box.

In the files pop up find the documents/images you want to upload, select them and click the Open button.

In the left-hand pop out dialog box, you can Create New Folder name if needed or add to an existing folder then click the green Upload button.

1. From the Estimate Details tab scroll down to the Documents section located on the bottom left-hand side of the screen.
 
 
 
2. In the Upload File box click or drag and drop the documents/images you want to upload. For this example, we are going to click the Upload File box.
 
 
 
3. In the files pop up find the documents/images you want to upload, select them and click the Open button.
 
 
 
4. In the left-hand pop out dialog box, you can Create New Folder name if needed or add to an existing folder then click the green Upload button.

Move documents between different categories

When your documents have been uploaded you can select a file and move to another folder by clicking the Move button.

You can add descriptions to documents and images you upload to Buildxact. This can be helpful if you are planning to then share with your customer in the client portal. 

Click on the document or image you wish to add a description to.

Click the Add Description button (1), type your description (2), and hit enter when finished. You can then click the share button to share to the client portal.

Note: once an item with a description is shared to the client portal timeline it cannot be changed in the client portal. The description can be changed inside your Buildxact account and the change will not be reflected in the client portal.

1. Click on the document or image you wish to add a description to.
2. Click the Add Description button (1), type your description (2), and hit enter when finished. You can then click the share button to share to the client portal.
 
 
 
 Note: once an item with a description is shared to the client portal timeline it cannot be changed in the client portal. The description can be changed inside your Buildxact account and the change will not be reflected in the client portal.

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The following file formats are currently supported:

- .jpe
- .jpg
- .jpeg
- .gif
- .png
- .bmp
- .ico
- .svg
- .svgz
- .tif
- .tiff
- .ai
- .drw
- .pct
- .psp
- .xcf
- .psd
- .raw
- .webp

These can all be shared to a published project on the client portal. Click the link below to learn how.

How to upload documents/images to Buildxact

Move documents between different categories

How to add descriptions to uploads