Documents

Each project has a Documents tab for drawings, invoices, contracts, meeting minutes — any file that isn't a site photo.

Uploading

1. Open the project's Documents tab and choose Upload.
2. Pick the file — PDF, Word, Excel, or an image of a document all work.

Automatic filing

After upload, BuildFlow reads the document and suggests what it is — invoice, receipt, meeting minutes, contract, drawing, permit — with a one-line summary. Wrongly filed? Change the category on the card. If a site photo ends up in Documents (or a document in Photos), BuildFlow notices and offers to move it.

Viewing

• PDFs open in a new tab.
• Images open in a large viewer.
• Word/Excel files are download-to-open — BuildFlow doesn't edit them in the browser.

Importing a schedule (gantt chart)

Got a programme of works as a PDF or a photo of a gantt chart? BuildFlow can read it and set up your board:

1. Upload the schedule to Documents, then press Import schedule on its card.
2. BuildFlow reads the rows and suggests what to do with each one: update the dates of a stage or task you already have, create a new task (under the right stage), create a new stage, or ignore the row.
3. Review the list. Everything is pre-filled but nothing happens until you approve. You can change any row's action, pick a different parent stage (including stages the import itself is about to create), or use Set all… in a group's header to change many rows at once.
4. Press Apply. Dates update, new tasks and stages appear on the board.