You can save PDFs directly onto SiteAssist via Sitebox. These documents must be saved to your project and can then be used as a proof for any permits or checklists by anyone who can raise them for your project.
Note: PDFs can only be uploaded to a project by a Project Admin and any documents that are used from SiteBox as a proof for a permit or checklist cannot be annotatedđ€”đŒ
Adding a PDF to a project on the web app
To save a PDF on the SiteAssist web application, You first need to log into SiteAssist and then you must:
1a. Click 'Projects'
1b. Click the Project you wish to add a PDf to
2. Click 'SiteBox' in the project menu
3a. Click 'New'
3b. Specify if you wish to create a folder for your files or if you wish to upload a file. If you select upload file, you will then need to find the file on your laptop, desktop or Mac.
You can also perform certain actions on an existing folder or a file that has been uploaded.
4a. Click the 3-dots next to the corresponding file or folder
4b. You will then see a list of options available to you based on if you selected a file or a folder.
Below are the options available for a file:
Rename: This allows you to rename the selected file
Move: This allows you to move the selected file to a folder
Copy Link: This allows you to copy a link to this file. Keep in mind, that only people with access to your project will be able to view this file.
Download: This allows you to download this file
Archive: This allows you to archive this file, which will prevent anyone from selecting this file for a proof for their permits/checklists
Below are the options available for a folder:
Edit Folder: This allows you to rename the folder
Delete: This allows you to delete the folder. You cannot delete a folder that has files in it.
Adding a PDF to a project on the mobile/ tablet app
To save a PDF on the SiteAssist mobile/tablet application, You first need to log into SiteAssist and then you must:
1. Make sure you have the correct project selected
2. Tap 'SiteBox'
3a. Tap the '+' button
Just like on the web app, you can tap the 3-dots next to a file or folder for more options
3b. Tap 'Upload File' to upload a file from your phone or tablet or 'New Folder' to create a new folder
I still have some questions or wish to leave some feedback regarding this
If you have any further questions or wish to leave any feedback, please contact us directly by emailing help@siteassist.co or by speaking to us via live chat on the mobile/tablet application or the web platform. đ