Uploading documents
For Projects with multiple Units, you can upload all your documents across the different levels of a project. Depending on the project structure, you can upload document in this way for the entire Project, a specific Phase, Lot or Building, or for a specific Unit.
Tip: Note here that any Unit under the selected level will be able to view and download these Documents.
For Projects with only one Unit, you will not need to select a level and can upload documents directly using the steps below.
To then upload a Document, click through to the level for which you want the document to be visible. Then click on ‘+ Upload documents’.
A pop-up will appear where you can upload the document:
Select a Category.
Choose whether or not you wish to share the Documents with Project Partners.
Upload a Document up to 40MB/document.
Optionally change the level for which you wish to upload the document.
Click + Save.
Tip: Do you like to add new categories yourself? We'll tell you how to do that below.
Search, filtering and sorting
Search
Simply search for a document name by typing it in the search bar.
Filter
Category: filter by the category you added 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 your own categories to Documents. To do so, go to ‘Company’ and click through to ‘Settings’. Below, you will find the Documents tab.
Tip: Only when team members with the role of Owner can create custom document categories.
This tab gives you a clear overview of the default categories that Ziggu offers to use by default. These default categories cannot be changed. In addition, you are also given the option to create custom/Extra categories via the +Category button, modify them via the pencil icon or delete them via the trash can icon next to the extra category.
Note that you can translate these extra categories into Dutch, English and/or French. This way, a user will get to read the category in the language set for his/her Ziggu profile.
