Objective
This article covers the Documents tab on the Edit Project page in EnviroAutomate. This tab allows you to manage documents associated with the project, such as proposals, contracts, correspondence, and other project-level files.
What This Tab Shows
The Documents tab displays a searchable table of all documents uploaded for this project, showing the filename, document type, file size, and created/updated dates.
Key Actions
Uploading a New Document
Click the "Upload Document" button at the top right of the page
You will be taken to the document upload page where you can fill in the document details and upload the file
Click "Save" to add the document
Viewing and Searching Documents
Use the search field to find documents by name or other details
Click column headers to sort documents
Use available filters to narrow down the list
Managing Existing Documents
Click on a document to view or edit its details
Download documents using the download icon
Delete documents using the delete icon (a confirmation dialog will appear)
Cautionary Notes
Deleting a document is permanent and will prompt for confirmation
These are project-level documents — for site-specific documents, use the Documents tab on the Edit Site page instead
Tips for Efficiency
Use descriptive document names and types to make it easy to find documents later
Use the table's sort and search features to quickly locate specific documents
Upload project-level documents (proposals, contracts, scope of work) here, and site-specific documents on the respective site's Documents tab