Pro: Document Management

With Easy PV Pro's document management options, all project files – surveys, proposals, reports, customer documents – can be stored in one place, with no need for a separate QMS system. This allows you to keep track of everything you need for a project in one place. Documents uploaded here can also be attached to any emails sent within the Easy PV.

The document management section can be found at the bottom left of the project overview.

Uploading files to the document manager

Files can be saved directly from a project or uploaded from your device. These can also be sent in emails through Easy PV. If you have team files you'd like accessible on all projects when sending emails, you can upload these to your team uploads. 

Saving an Easy PV report to the document manager

When previewing any report in Easy PV, on the right-hand sidebar there will be an orange Save button at the bottom. Click this to save the file to the document manager.

Note: If you make changes to a document, you will need to re-save it for the updates to appear in the document manager. When re-saving a document, the Save button will be grey and saving will override previously saved version. 

Upload a document from your device

To upload a document from your device, click Upload . Then use the Upload File button to find the document you wish to upload. 

Options on saved files

To edit the details on any saved files, click the ⋯ three dots. You will then see the following options: 

•  Rename
  Change the name of the file. Note that the file name will display if it's sent in any emails in Easy PV
• Reassign
  Each file you upload has a type, this is used when sending emails in Easy PV
• Download
  Download any of the files you’ve added to your project to your device
• Delete
  This will delete the saved version of the document from the file management section of your project
  

​Want to know more?

• Articles: Help your team work more efficiently
• Further guides: Take a look at our E-signing or Emailing guides 
• Live training: Book onto a live demo session to see this feature in action
  

Contact Support: If you've got further questions, get in touch with our support team at help@easy-pv.co.uk (UK) or help@easy-pv.ie (IE). If you are experiencing a bug, to help us look into your issue faster, please include the email address of your account, the name of the project and screenshots of any unexpected behaviour.