Project Documents

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What are Project Documents?

Project documents are files associated with a specific project. These are the design deliverables, calculations, and project-specific materials you want to review.

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Common Project Documents

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Accessing Project Documents

1. Click Data in the sidebar
2. Select the Projects tab
3. Choose a project from the dropdown or list
4. View all documents for that project

[SCREENSHOT PLACEHOLDER: Projects tab in Data section showing project document list]

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Uploading Project Documents

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Managing Project Documents

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Viewing Documents

All documents uploaded to a project appear in the project’s document list. You can:

• Switch between projects to see their documents
• Search within a project’s documents
• Select documents for workflow execution

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Document Selection

When running workflows, you’ll select which project documents to review. This allows you to:

• Review specific documents (e.g., only structural drawings)
• Review all project documents at once
• Combine project documents with organization standards

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Deleting Documents

To remove a project document:

1. Navigate to the project in the Projects tab
2. Find the document in the list
3. Click delete or remove
4. Confirm deletion

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Project Documents vs Organization Documents

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Workflow Integration

Project documents are the primary target of AI reviews. When you run a workflow:

1. Select a project
2. Choose which project documents to review
3. Optionally include organization documents as reference context
4. Execute the workflow
5. View results specific to those documents

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Best Practices

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Next Steps