Documents
Store, organize, and find every file for a job in one library.
4 guides · ~1 min read
Upload and organize documents
Every contact, estimate, project, and subcontractor has a Documents area, and they all feed one shared library so a file is easy to find from anywhere.
- 1Open the record (or the Documents page) and drag files in to upload.
- 2Give each file a category and any tags you want.
- 3It's now attached to that record and searchable across the whole library.
Find a document fast
Search by file name, and filter the library by which record it's attached to, category, tag, or date. A preview pane opens PDFs and images without downloading them.
Keep document versions
Need to replace a file with a newer copy? Upload a new version and Managolio keeps the history, so you always have the current file without losing the old ones.
Track documents that expire
Documents with an expiration date — like a subcontractor's insurance certificate or license — surface their expiry where they appear, so an out-of-date file never slips past you. (See Subcontractors for compliance tracking.)
Still need a hand?
Can't find what you're looking for? Reach our team — real people who know the product and are glad to help.