Pro: Document Management

This guide applies to the pro versions of Easy PV

The document management section can be found at the bottom left of the project overview. It allows you to keep track of all the documents you need for a project in one place. Documents uploaded here can also be attached to any emails send within the software.

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Uploading files to the document manager

Files can be saved directly from the 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 managemanager

Let’s use the quote as an example of how to save a document to the document management section. When previewing theany customerreport proposalin report,Easy PV, you will see a menu on the right-hand side with a save button at the bottom. AfterThis clickingwill save the save button, you can go back to the Project Overview and see that the quote has been savedfile to the document section.manager.

If you make changes to the document, you will need to re-save this for it to update in the document manager. 

Upload a document from your device

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

View,Options rename, download, or delete files you’veon saved tofiles

your

To projectedit the details on any saved files, click the three dots 

You will then see the following options: 

	Rename The file name will display if it's sent in any emails in Easy PV. You can change the name of a file by clicking Rename.
	Reassign Each file you upload a type, this is used when sending emails in Easy PV. To reassign this type, click the three dots and select Reassign.
	Download If you’d like to download any of the files you’ve added to your project, click the Download button.
	You can change the name of a file by clicking the three dots and choosing Rename. To categorise your saved files, click the three dots and select Reassign.Delete To delete a document, click the three dots and then Delete. This will delete the saved version of the document from the file management section of your project.