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Getting Started
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FAQs
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Workflows
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Manage Account
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Manage Company Users
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Projects
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Contacts
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Lead Tracking
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Opportunities
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Estimating
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Items Database & Costbooks
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Client Selections
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Change Orders
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Invoicing
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Accounting Integrations
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Scheduling
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Calendars
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GamePlan™
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Time Tracking
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To Dos
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RFIs
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Submittals
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Transmittals
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Redline™ Takeoff
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Redline™ Planroom
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Company Reporting
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Files & Photos
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CO™ Drive
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Using the ClientLink™ Portal
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Using the TeamLink™ Portal
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CO™ Mobile App
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SuiteLink
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ConstructionOnline API
Upload Documents from ConstructionSuite to ConstructionOnline
OBJECTIVE
To upload files and documents to ConstructionOnline from ConstructionSuite
BACKGROUND
SuiteLink provides seamless integration between ConstructionSuite and ConstructionOnline. Simply drag your projects, folders, files, and contacts to the online workspace in ConstructionSuite, and ConstructionOnline will automatically host them online, connecting your entire team with the latest project information, files, details, photos, and feedback.
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
- Within ConstructionSuite, navigate to Project Files via the Left Sidebar
- Select the desired Project
A. To upload all files within the Project
B. To upload a single 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.