Documents Tab

The Documents tab in the Customer Portal allows customers to view, download, and upload project documents.

Document List

Documents are displayed in a list with the following information:

• File name — Original filename of the uploaded document
• Document Type — Category classification (e.g., "Architectural Drawings", "Engineering Drawings")
• Document Subcategory — Secondary classification within the type (if assigned)
• Version — Document version number
• Upload date — When the document was uploaded or last updated
• File size — Size of the file
• Download link — Click to download the document

Internal documents (marked as isInternal) are filtered out and not shown to customers.

Document Types and Subcategories

Each document has a Type (primary category) and optionally a Subcategory (secondary classification). Examples:

• Type: "Architectural Drawings" / Subcategory: "Floor Plans"
• Type: "Engineering" / Subcategory: "Structural Computations"

The full list of document types is configured in the Admin Portal and may vary by project.

Source Order Information

Documents that originated from completed orders display their source information:

• Source Order Title — Name of the order that produced this document
• Source Order ID — ID of the originating order

Uploading Documents

The Documents tab includes a drag-and-drop upload area:

1. Drag and drop files onto the upload zone, or click to browse
2. Select the document type for each file from the dropdown
3. Files are uploaded with the selected type
4. The document list refreshes to show newly uploaded files

Download

Click the download icon on any document row to download the file.