Documents
Manage and share all your manuals, invoices, brochures, and other documents effortlessly via the Documents section.
Uploading documents
How do you upload documents?
You add documents by clicking on the green ‘+ Documents’ button in the Documents section.
For Projects with multiple Units, you can upload documents at different project levels. Depending on the project structure, you can upload documents for the entire Project, a specific Phase, Lot, Building, or Unit. Also note: you can also select multiple levels simultaneously. Then click on the button: ‘Select multiple’.
Tip: Remember that every Unit belonging to the chosen level has access to these documents to view and download them.
For Projects with only one Unit, you will not have to select a level and can upload documents directly using the steps below.
To subsequently upload a Document, click through to the level for which you want to make the document visible. Then click on '+ Upload documents'.
A pop-up appears in which you can upload the document:
Upload a Document up to 40MB/document.
Select a Category.
Change the level for which you want to upload the document (or not).
Choose whether or not you want to share the Documents with Project Partners.
Click on + Save.
Tip: Would you like to add new categories yourself? We tell you how to do that Below.
Search, filter and sort
Search
You can quickly find documents by entering their name in the search field.
Filter
Category: filter by the category you add to a document when uploading.
Shared with Project Partners: Yes/No
Origin: Documents, Decisions & Proposals, or Conversations.
Show documents to be signed: Yes/No
Sort
Newest first
Oldest first
Name A -> Z
Name Z -> A
Document categories
You can now add categories to Documents yourself. To do this, go to 'Company', click through to 'Settings' and select the 'Documents' tab.
Tip: Only team members with the 'Owner' role can create custom document categories.
In this tab you will see an overview of Ziggu's standard categories, which cannot be changed. In addition, you have the option to add custom/Extra categories via the '+Category' button, or to edit them (pencil icon) or delete them (trash can icon).
These extra categories can be translated into Dutch, English, and/or French, so that a user reads the category in the language set for their Ziggu profile.