Add Project Documents in GIS

Purpose/Overview

The Add Documents in GIS feature allows users to add project-related notes and documents directly within the GIS interface, enabling better integration between mapping and project data. 

Navigation Path:

Other Utilities > Project Information
OR
Click the Project Information icon (top-right corner)

Things to Know:

• Documents are added within the Project Documents panel in GIS
• Primarily used for project-level notes and documentation
• Integrated with project information pop-up

Key Benefits/Use Cases:

• GIS Integration: Manage documents within map-based workflows
• Quick Access: Add notes without leaving GIS interface
• Improved Context: Link documents with spatial data

How It Works:

Step 1: Navigate to Other Utilities > Project Information
OR open the Project Information pop-up

Step 2: Locate the Project Documents panel

Step 3: Click the Add (+) button

Related Features/Next Steps:

• Upload Documents (Project/Parcel/Agreement/Customer Outreach)

FAQ/Troubleshooting:

Q: Can I upload files in GIS like the web application?
A: GIS primarily supports adding notes/documents through the Project Documents panel.

Q: Where are GIS documents stored?
A: They are stored within the project’s document records.

Questions?  Contact us!