A project's drawings
Factory tenants only. See the drawings, proposals, 3D files and reference photos of a project, by piece, and open them.
Factory tenants only. This is part of the project page. A restaurant or cafe tenant does not have it.
Every project keeps its files in one place: drawings, proposals, 3D files and reference photos. Each file is for one piece, or for the whole project.
See the drawings
Open the project and press the Drawings tab. On a phone the tabs are one row: slide the row sideways to reach the tabs at the end.
The list shows Whole project first, then each piece in letter order. Each row is one drawing:
- a small picture of the file when it is a PDF or a picture (the first page of a PDF), or the kind of file (DWG, SKP and so on) when it is not;
- its full name;
- what it is: Drawing, Proposal, 3D file or Reference photo;
- a mark like v2 when the drawing has been corrected;
- its size, who added it and when.
A piece with no file says No drawing for this piece yet, so a missing drawing is easy to see.
Only the newest file of each drawing is in the list. Older ones are kept in the drawing’s details.
Open a drawing
- Press a row. The drawing’s details open.
- Press Open. A PDF or a picture opens on the page, over the project. It does not open a new tab. For any other kind of file the button says Download: the file is saved to your device and you stay on the project.
- In the drawing: the arrows turn the page, the two magnifier buttons make it bigger and smaller, and the square button fits it to the screen again. The button with the arrow at the top saves the file to your device.
- Press the cross at the top, or go back, to return to the project.
A PDF opens page by page, so a very big drawing shows its first page in a few seconds. If the page says This file could not be shown here, press Try again, or Download to save it.
Under Versions you see every file the drawing has had. The one in use is marked Newest. The others are marked Old. Press a row to open that file.
Anyone who can see a project can see and open its drawings.
If the drawings do not load
The page says The drawings could not load with Try again. The rest of the project still works. If it says drawings are not set up yet, tell the owner.
Add a file
You need the right to manage projects. The project must be open.
- Press Add a file.
- Press Choose a file and pick it. A file can be up to 5 GB. It can be a PDF, a picture, a CAD or 3D file, a video, a Word, Excel or PowerPoint file, or a ZIP.
- Pick what it is: Drawing, Proposal, 3D file or Reference photo.
- Pick the piece it is for. Pick Whole project if it is for every piece.
- Press Start upload.
The file goes up. A card shows the file, how far it has got and how much is left. You can press Close: the upload keeps going, and the same card is on the Drawings tab. You can keep working on the project. Do not close the page until it is done. To add one more file, press Add another file.
While a file is going up, the Drawings tab has a small dot, so you can see it from Items, Money and the other tabs.
To hold an upload, press the pause button on its card. The part that is being sent finishes first, then the card says Paused. Nothing is lost. Press the go on button when you are ready.
To stop an upload, press the X on its card, then Stop the upload. Once the card says Checking the file, the file is with us and cannot be stopped. Nothing is needed. Wait for it to be added.
If the upload stops by itself, nothing is lost. Press the try again button when the line is back. If you are on another page when it stops, a message tells you. Press Open Drawings on it.
If you load the page again or close it while a file is going up or held, that upload is lost. The card says The upload did not finish. Add the file again.
When the file is added the card says Completed. Under it, Change adds a corrected file as a new version, and Open shows the file. Press the X to hide the card. The file stays in the list under its piece.
Add a corrected drawing
- Press the drawing’s row.
- Press Add a new version.
- Choose the corrected file and press Start upload.
The new file becomes the Newest. The old one is kept and marked Old.
Move a drawing to another piece
- Press the drawing’s row.
- Press Move to another piece.
- Pick the piece, or Whole project, and press Move.
Every version of the drawing moves with it.
Send drawings to the client
You need the right to manage projects. The project must have a file.
- On the Drawings tab press Send to the client.
- Pick what the link is for.
- To approve the design: the client sees the drawings and taps I approve. The link carries the newest drawing or proposal of every open piece. You cannot take one out, because the client approves the whole project. If a piece has no drawing yet, the form says which piece. Add one first.
- Just to look: tick the files to send. Nothing is approved.
- Pick how many days the link works: 1 to 30.
- Press Make the link.
The link is shown once. Press Send on WhatsApp to open WhatsApp with a message ready (you send it yourself), or press Copy. If you lose the link, stop it and make a new one.
What the client sees
The client opens the link on a phone. No login is needed. They see a picture of each drawing, can open each file on the same page, and at the end type their name and tap I approve. They never see a price or a staff name.
If the project is not ready (the dates step is not done yet, or a drawing problem is open), the tap is refused and the page says This is not ready to approve yet. Please call us. Finish that step first. The same link then works.
When the client approves, the design step of the project is done. The step reads The client approved on the link, and History has a line for it.
Links sent
Under the drawings, Links sent lists every link: what it is for, who made it, the day it ends, how many times a file was opened, and who approved.
- Press Stop to end a link now. A stopped link cannot be started again.
- If the design step is sent back or opened again, its approval links stop by themselves. Make a new link.
- If you add a newer drawing after a link was made, that link can no longer be used to approve. The row says so. Make a new link.
Anyone who can see the project can see this list. Only a person who can manage projects can make or stop a link.