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.