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Upload Documents to a Project
Upload Documents to a Project

Have Documents on your computer or mobile device you'd like to add to a Project? Here's how:

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Written by Alex Pickens
Updated over a week ago

In this article

Before you start

  • You can upload .pdf,.doc,.docx,.xls,.xlsx,.csv,.txt,.jpg,.jpeg,.png, and .numbers files. File size must be 100 MB or less.

  • Managing Document Access is only available on the web app.

  • To upload and manage Document Access, you'll need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission; here's what they'll need.

On the web

1. Sign in to your CompanyCam account.

2. Select the Project you'd like to add the Document to.

3. Once you are in the Project, click on Documents.

4. Once you have clicked the Documents tab, click the Add Documents button.

5. Click on the From Computer drop-down option.

6. Next, drag and drop or click and select the Document from your computer.

Manage Document Access

Managing Document Access is not available on the mobile app, log into app.companycam.com on a web browser to access this feature.

  1. Select the Project you'd like to manage Document Access in.

  2. Once you are in the Project, click Documents below your cover photo.

  3. Once you have clicked the Documents tab, click the Three Dots Icon next to the Document you'd like to manage access to.

  4. Click Manage Access.

  5. Select a Document Access level and then click Save.

In the app

  1. Login to your CompanyCam app.

  2. Open the Project you'd like to add a Document to.

  3. Tap the Documents tab, and then tap on + Document.

  4. Tap Add Documents from Device or Scan Documents Here.

Scanning your Document

  1. Hover your camera over the Document you'd like to scan and rename the file if needed. The camera will show a blue rectangle over the Document on your screen as it analyzes it. The rectangle will turn green once the Document image has been captured.

    ** Tips for scanning a Document: Make sure you have good lighting and that the Document is placed on a flat surface. If possible, have the Document on a surface that is of a darker color to help enhance the light quality of the Document's image.

  2. Edit the Document as needed and tap Save.

  3. Scan additional Documents or tap Save PDF.

  4. Your Document should now show up under the Documents tab when viewing your Project!

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