All additional Project files are listed at the bottom of the Project Explorer interface.

Along the left side, there is a default list of categories for organizing/filtering your project files. You can modify this list as you fit via the Manage button.

This will open a form where you can add/edit/delete categories.

You can also create up to one subcategory for each category for further organization of files.

Once a file has been added, you can change the category at any time via the Change Category button.

The New button allows you to create "linked" Visio and/or AutoCAD files.

For more information, click here for Visio and here for AutoCAD.

The Add button is how you can add any file you desire to the list of project files. These could be PDF files of floor plans, Excel spreadsheets, etc.

After browsing to your file(s), you will have the option of organizing them into categories via the following form.

Once done, you will be notified that the files will be copied to the project's folder.

This will open the selected file in whatever software the files natively open with, e.g. Visio in Visio, PDFs in Adobe Reader, etc.

The clone button allows you to copy any of the files associated with a project.

Use this function to rename any files.

This function works in conjunction with the Customer Portal.

Click here for details.

This function will allow you to add Site Images and Documents from Mobile Install to the selected Project's folder.

You will automatically be prompted to download Mobile Install Documents when a Project is checked out from the SI Server or you can manually add them via this button.

Enable the relevant Project Setting in the Control Panel to turn off the prompts.

You will be able to choose which files you wish to download.

This function allows you to zip any project files, zip and send via Outlook, or send a file to Mobile Install.