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

  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?

    We're here to help! Chat with a Specialist by clicking the orange Chat icon in the bottom left corner or Contact UDA Support for additional options.