PROJECT DOCUMENTS · SITE TO OFFICE

A survey record.
Ready for the next person.

Keep opening drawings, reports, photos, notes and sketches organised by project. Share the files the office needs while the opening is still in front of you.

Geometry and context belong together.

01

DXF drawing

Carries the captured opening geometry into the office drawing workflow. The design team checks scale, dimensions and project requirements before using it for manufacture.

02

PDF report

Provides a readable record of opening dimensions and verification information, alongside the digital drawing.

03

Photos, notes and sketches

Explain site conditions and details that a drawing alone may not communicate. Project Documents brings together project notes, site photos and project sketches.

Prepare the opening before finishing.

  1. Complete verification. Check the reconstructed dimensions against the real opening.
  2. Create the required documents. Use Create DXF and/or Create PDF Report on Opening Complete. The required combination is set in Settings.
  3. Add the opening photo. A photo is required before finishing. Add opening notes or a sketch where useful.
  4. Finish the opening. If you do not have active Pro access, choose Subscribe or Restore Purchases when prompted.
  5. Review and share. Open Project Documents from the project and check the intended files before sending them.

Choose the handover that fits the job.

Project Documents showing notes, site photos, sketches and Send buttons beside opening documents
Existing tutorial screenshot. Documents are grouped by opening; controls may differ slightly by version.

Document questions.

Is a document ZIP the same as a complete project export?

No. Project Documents packages files for handover. Export Complete Project in Settings is a separate workflow for transferring the project. See project transfer help.

Why is a file missing?

Check the project and opening, and that the document was created. On Opening Complete, check the required documents and photo, then finish the opening. A file moved or deleted outside the app may no longer be available.

Can the office open a DXF on a phone?

Opening a DXF requires an app that supports that file type. If no suitable viewer is available, share the file with the office and open it in its CAD workflow. The PDF provides a more readily viewable report.

Where can I watch the handover?

Use the walkthrough chapters 2:32 Send from Project Documents and 2:41 PDF, DXF and office handover.