<aside> 🗄️

Files is the central place to see, organize, and act on every file you have access to across a project. This parent article orients you and routes you to focused how‑to subpages.

</aside>

What you’ll learn

• What the Files module is and when to use it
• Key capabilities of the Files grid and file details panel
• Common actions like upload, open in viewer, create views, and export
• Deep‑dive guides for each feature

Contents

Overview

The Files module aggregates all files you can access across a project and presents them in a fast, filterable grid. From here, you can open a file in the viewer, manage versions and metadata, transmit files to other spaces, and jump into related reviews.

Capabilities at a glance

• View all project files you have access to in one place
• Upload single or multiple files directly from your device
• Open files in their respective viewers (BIM, CAD, PDF, documents, spreadsheets, images and more)
• Create shared or personal views by choosing columns, order, grouping, and filters
• Pin columns, apply filters, and group by any column for faster analysis
• Export the Files grid to Excel with metadata for reporting
• See and edit rich file details, custom fields, access, versions, revisions, dependencies, and transmit files
• Jump to the Review a file belongs to, when applicable