Uploading Documents with Mosaic (Collaborator walkthrough)

New to uploading Documents? Here's how the document uploads work in Mosaic 

From your Dashboard

Click on "Documents"

You can upload a document directly into the Library from the Documents tab

Click on "Your Documents" to view the documents uploaded by you and your team

Click on "Upload" to upload a new document

Select the relevant document from the file upload menu, and edit the filename if required

Select the document "Type", Mosaic will tell you where this type of document will be saved

Click on Upload when you are happy with the document details

To view the documents you have uploaded, revisit "Your Documents"

Click on the arrow to expand or close the Document entry

To view all the documents for this Project, click on "Document Library"

These are all the documents uploaded for this Project

Click on PCI or H&S File to view the Documents saved in the PCI or H&S File

Click on a Document to view it in your browser

You can see the document just uploaded is now in the PCI and has been marked as "present"

Click on H&S File to view files uploaded to the Health & Safety File

You will see a list of System Generated, Uploaded, and Pre-Construction Files

You can see the file just uploaded is in the H&S File under Pre-Construction Surveys and reports

All uploads are tracked in the Audit Log, click to view all changes

Here you can see the file just uploaded is listed in the Audit log with a link to the document

A full list of the Document types and where they appear is available in this Article: Mosaic Document Types