Add, Edit, or Delete
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      3. Add, Edit, or Delete

      Edit Files

      Modify a File in ConstructionOnline™

      BACKGROUND

      Effective file management is essential for keeping construction projects organized, on schedule, and legally protected. With ConstructionOnline, editing files is fast, intuitive, and collaborative, making it easy to update documents, share accurate information, and ensure your team always has access to the most current version. Instead of starting from scratch, you can make quick changes directly in the platform, saving time and reducing miscommunication across your projects. 

      THINGS TO CONSIDER

      • Admin and Company Users with "Can Upload & Edit" or "Can Upload, Edit, & Delete" permissions for Files and Photos are able to edit existing files. 
      • Edited files can be downloaded, printed, and shared via email or by uploading to an Integrated Cloud account. 

      STEPS TO EDIT A FILE

      1. Access the "Files & Photos" tab through the Left Sidebar or the Company Selector in the Top Navigation Bar. 
        1. If you're working within a desired Project, locate the Files section and options from within the Project Overview. 
      2. Locate the file you wish to edit. 
      3. Right-click on the file and select "Edit File" from the dropdown menu. 

        Screenshot 2025-08-05 12.35.30 PM 
      4. The file will open in a new tab, where you can make the desired changes.

        🗒️Note: To expand the editor toolbar for more editing options, select "Show Full Toolbar" in the top right corner. 

      5. Click on "Files" in the top left corner. 
      6. Select "Save As" from the dropdown menu. 

        Screenshot 2025-08-05 12.36.12 PM
        1. This will open the "Save to ConstructionOnline" window. 
      7. Specify the File Name, File Type, and the Destination of where you want to save the file. 

        Screenshot 2025-08-05 12.36.51 PM
      8. Click the blue "Save" button.
        1. Upon saving the edited file, you'll be returned to the previous file view. The file will then appear in the location you selected.  

      ➡️ Pro Tip: If your report or document does not open, make sure your browser is not blocking pop-up windows from ConstructionOnline. 

        ADDITIONAL INFORMATION 

        • Subscription Level: ConstructionOnline's Files feature is available for all active, paid ConstructionOnline subscriptions. 
          • File storage varies depending on your subscription level. 
        • Permissions: Admin Users and Company Users with "Can Upload & Edit" or "Can Upload, Edit, & Delete" permissions for Files and Photos can edit files. 
        • CO™ Mobile App: The "Edit" option for files is currently available exclusively via browser access to ConstructionOnline. However, edits can be made by opening a file and using your device's native markup tools. Once you've made your changes, you can then re-upload the edited file into the platform. 

        HAVE MORE QUESTIONS?

        • Frequently asked questions (FAQ) about Files & Photos can be found in the article FAQ: Files & Photos. 
        • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA support page for additional options.