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Documents overview

The Documents area is your project's shared file store: contracts, specifications, certificates, method statements, photos — anything that isn't a drawing pinned to a zone.

Folders and documents​

Documents live in a folder tree, or at the project root. Folders can nest as deep as you need.

Each document carries:

  • Its file, plus a name and optional description.
  • Tags you define per project.
  • A version history — replacing the file keeps the old one.
  • An approval status — Draft, Under Review, Approved, Rejected.
  • Links to issues, so a defect can point at the spec it violates.
  • An activity feed of everything that happened to it.

Public and private​

Every folder and document is public by default: any project member who can access the project can see it. Turn off public to restrict it, then grant access explicitly to a role, a company, or a person.

Access rules run down the tree, and children can only be more restrictive than their parent:

  • If a folder is private, everything inside it must be private too — Builddar enforces this automatically when you make a folder private.
  • A document in a public folder can still be private on its own.
caution

Making a folder private makes every folder and document inside it private at the same time. Grant access before you do it.

Approval statuses​

StatusMeaning
DraftThe starting point. Being worked on.
Under ReviewSubmitted, waiting on a named reviewer.
ApprovedThe reviewer accepted it.
RejectedThe reviewer refused it, with a comment.

See Document approval workflow.

Who can do what​

ActionManagerCollaboratorGuest
View public and shared documents✅✅✅
Download✅✅✅
Upload✅✅—
Create and manage folders✅✅—
Delete documents✅Own uploads only—
Submit for review✅✅—
Approve / reject / reopen✅——
Manage sharing✅——
info

Versioning, approval, and the activity log each depend on your plan. If you don't see them, they're not enabled for your organization.

Guides in this section​

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