Organize photos and documents

01Organize photos by area

1. Open the project, choose Photos and select Add Area.
2. Give the area a name your team will recognize, such as Kitchen or Exterior, and select Create Area.
3. Open the area to add or review its photos.
4. All Photos shows every photo on the project. Download Project downloads them.

02Share photos with your customer

1. In All Photos, turn on Show in Client Portal for the project.
2. Turn on Include in Client Portal for each area your customer should see.

Both switches matter. The project switch adds the Photos tab to the Portal, and each area appears only once it’s included.

03Keep documents together

1. Open the project and choose Documents.
2. Select Upload to add files, or Add Folder to keep them organized.
3. Use Download All to download everything on the project.

04Share a document in the Portal

1. Open the folder, select the document and choose Add to Portal. You can select several documents and add them together.
2. Shared documents show In Portal. Use Remove from Portal to hide one again.

If a document with the same name is already in the Portal, rename the file and try again.