This article relates to the Project zone > Info tab of the app.
This section is the repository for all the files that you may have related to a specific project. You can also upload documents here that you would like to attach to the PDF Proposal that is generated on the Proposal page. You also can generate project-specific files from templates that you create in the Control Zone (see How to Customise Your Owner's Manual Template.
In order to upload a file, navigate to the Info tab, then click within the project files section. A frame will then pop up, where you can drag and drop a file or click to upload. You can also give the file a name and a tag. Use file tags to determine what the upload is used for.
Compliance - These documents are available for download in the "Installation and Compliance" section on the Info Page. You can then fill them out and upload them with the appropriate file tag.
- Assignment Form (CER-RET-016)
- Compulsory Written Statements (CER-RET-014)
- Connection Form
- Electrical Compliance
- Onsite Verification (CER-RET-015)
- Other Document
Owner's Manual - These are files that you can upload to include in the relevant section of the automatically generated Owner's Manual PDF. You can find out how to control where they appear in the PDF by reading this article on Owner's Manual Templates
- Array Mounting Certificate
- Mounting Diagram
- Equipment documentation
- Extra File
- Post-Install Photograph
- Pre-commissioning test
- Test and commission
Sales Proposal - These tags are used to add in extra PDF documents which will attach beneath the Sales Proposal. This could be used for attaching product spec sheets if they are not provided by the manufacturer.
- Sales proposal - extra files
- Sales proposal - equipment documentation
- Site - These tags are used for your internal use only.
- Assessment Form
- Extra File
- Utility Bill
Once uploaded, titled, and tagged, you can then click save. Note: the title and tag are not mandatory when uploading files. However, do remember that the tag is important in directing where that file will appear. For e.g. you need to tag “sales proposal - equipment documentation” if you want the datasheet that you upload to appear on the proposal!
Your files for a particular project will be displayed in this “project files” area of the info page. You can edit details and download the files.
If you wish to see all of your files for all projects, return to the Projects page, click the drop-down “all projects” and select “private files”.