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Managing Files, Notes, and Templates

Organize and access all documents, notes, and templates related to a project.

It is divided into three sections:

  • Notes → add notes and use the Project Journal to keep a permanent record of updates, communications, and decisions specific to the project

  • Cloud → upload and organize files within the project’s cloud storage

    • This is separate from the property cloud, which stores files at the property level

    • Files in the project cloud are tied only to that specific project

  • Templates → access and use document templates for consistent documentation across projects

This keeps all project-specific information, files, and documentation centralized and easy to access, while keeping property-level and project-level data organized separately.

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