Creating a New Project and Uploading a File (5:36)

Step-by-Step User Guide

1. Log In and Navigate:
   • Log into the System: Start by logging into your account.
   • Navigate to Dashboard: Access your dashboard upon login.
2. Create a New Project:
   • Find 'Add New Project': Locate this button at the dashboard's top left.
   • Enter Project Details: Input the project name and select the company you are working under, if applicable.
3. Specify Trades and Systems:
   • Select Applicable Trades: Choose the relevant trades involved in the project like electrical, fire safety, etc.
   • Define Project Systems: Specify the systems involved in the project for better organization.
4. Upload Project Files:
   • Access File Upload Section: Navigate to the file upload section after creating the project.
   • Choose Files to Upload: Select files from your computer or drag and drop them into the upload area.
   • Upload and Organize: Upload the files and organize them by trade or system as necessary.
5. Manage Project Images and Documents:
   • Upload Project Images: If applicable, upload an image that represents the project.
   • Categorize and Save Files: Categorize files according to the defined trades and save them in designated folders within the project.
6. Review and Finalize:
   • Review Uploaded Files: Ensure all files are correctly uploaded and properly categorized.
   • Finalize Project Setup: Complete the setup and proceed to the project management phase.

By following these steps, you can efficiently create a new project and manage the necessary files and documents within the system, facilitating better organization and accessibility for project-related resources. If you have any questions or need further assistance with specific software features, feel free to ask!