Upload Documents from ConstructionSuite to ConstructionOnline

OBJECTIVE

To upload files and documents to ConstructionOnline from ConstructionSuite

BACKGROUND

SuiteLink allows construction companies to easily upload Contacts, Projects, Estimates, Schedules, and Files from ConstructionSuite into the industry's leading construction management software, ConstructionOnline. By utilizing SuiteLink, companies can give teams access to project information anytime, anywhere, from any computer with an internet connection—enhancing collaboration and efficiency.

THINGS TO CONSIDER

• An active TotalCare membership is required to use SuiteLink.
• SuiteLink configuration must be completed before syncing information between ConstructionSuite and ConstructionOnline.

STEPS TO UPLOAD DOCUMENTS FROM CONSTRUCTIONSUITE TO CONSTRUCTIONONLINE

1. Within ConstructionSuite, navigate to Project Files via the Left Sidebar
2. Select the desired Project

A. To upload all files within the Project

1. Right-click on the Project name
2. Hover over ConstructionOnline
3. Select Upload All Files
   
   

B. To upload a single file

1. Right-click on the desired file
2. Hover over ConstructionOnline
3. Select Upload File
   
   

TIPS AND TRICKS

• There are four automatic syncs that SuiteLink provides: Project sync, Contact sync, To Do sync, and Activities sync.
• All ConstructionOnline files can be viewed within ConstructionSuite in the Project Files section when Hosted Files is turned on.

HAVE MORE QUESTIONS?

• Frequently asked questions (FAQ) about SuiteLink can be found in the article FAQ: SuiteLink. 
• 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.