Documents
Keep every project file in one place, import from a link or Google Drive, and let Bestie read the ones you choose.
What is Documents?
Documents is your project's file cabinet, organised in folders. Open any project and select Documents.
Add Files
Click Upload. You can add files from your device, paste a link, or pick from Google Drive.
Upload Document
Paste a direct link to a file to import it.
Paste a link to a file
- 1Three ways in · device, link or Google Drive
- 2Paste links · up to 10 at once
- 3Process with AI · optional, so Bestie can search it
- 4Import
Files can be up to 5 GB. Google Drive files stay in Drive, so they can't be processed with AI.
Let Bestie Read a File
Tick Process with AI when you add a file, or choose it later from the row menu. Bestie can then answer questions about it and cite the exact page.
Direct Upload
AI Chat
Drawings
Process with AI
Move to…
Delete
Level-2-Plan.pdf
Read 12 of 40 pages
- 1System folders · can't be deleted
- 2Sparkle dot · processed, Bestie can cite it
- 3Status · Processing · Processing failed
- 4Process with AI · from the row menu
- 5Progress · keeps going while you work
PDFs and images, up to 50 MB and 500 pages. Word, Excel and DWG files can't be processed. Selecting more than 5 files at once isn't allowed. You need edit permission on Documents.
Folders
Create, rename, move and drag files between folders.
- Direct Upload and AI Chat are system folders and can't be deleted.
- Deleting a folder removes everything inside it. If it holds files, you must type DELETE to confirm.
Files from Other Modules
Attachments from Change Orders, Tasks, Issues, Expenses, Bills, Submittals, RFIs, Daily Logs, Invoices, Proposals and Progress Reports appear as read-only folders. To change one, open the original record.