Web App: Project Information, Documents, Adding & Reviewing Project Comments

Access project details such as the Project ID, who created it, template name and type, and any recent updates. You can also upload documents and add or read comments directly within the project.

• Project Information
• Adding Documents to a Project
• Adding & Reviewing Project Comments

Project Information

1. Project information is displayed in the 'i' tab at the bottom right of a project.

2. The top of the Project Information section displays the Project ID, Creator, Template and Type.

3. You can also the the timestamp in which the project was last updated and the Display Name of the user that last updated the project. This timestamp will be updated when any changes have been made and a project has been saved. These changes include but are not limited to: adding/editing fields or photos, changing the project status, assigning or re-assigning users, running an AI workflow, resolving an AI validation or clearing AI data.

4. You can also view a list of previous project updates with the timestamp, display name and action taken.

5. Field users are only able to see the last updated timestamp and associated Display Name.

Adding Documents to a Project

1. Select the project where you want to add a PDF file document. Click on the document icon and then click on "Add a document".

2. Select the file from your computer. Once the file uploads you have the option to have name the document and/or have the document hidden from Customer or Field Users. Click Save when done. 

3. The document will now appear under "Documents". If you need to Edit or Delete the document, hover your mouse over the document and the "Edit" icon will appear. Click on "Edit" to make changes or Delete the document. Click "Save" when done. 

Adding & Reviewing Project Comments

1. Open the project where you want to add a comment. Click on the comment icon on the right side. Type a comment up to 4,000 characters and click "Send".

2. Your comment will now appear in the comment box with the date and time. If you want to delete your comment click on "Delete".

3. Review comments directly from the project list page and advanced search view. If the project has a comment the comment box icon will be shown.

4. Hovering your mouse over the comment box icon will display the last comment entered. 

5. Clicking on the comment icon will open the comment & activity box in read only.