Documents in Blueprint

Uploading Documents

To Upload Documents to Blueprint you can use the 'Drag & Drop Files' button at the top right of the screen. 

✐ Note: Documents that are part of other workflows in Blueprint - such as Homeowner Contracts, Trade Commitments, Bills & Invoices - will automatically show up on the Documents page and cannot be deleted.

The most important thing to do when uploading Document(s) is to give each document a "Type" because the "Category" we be automated based on "Type".

Here are the Document Categories and Types that currently exist:

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Edit/View Document Details

From the Documents page, select the document you would like to see (it will be highlighted in blue when selected) and a side panel will open. From this panel you can view or make edits to the specific document's information. 

Information you can find in the side panel include: 

• Document name (Editable)
• Document Type (Editable)
• Add Watchers (Editable - they will receive email updates when changes are made to the document)
• Make Homeowner Visible (Just toggle on "Homeowner Visible")
• View the file status
• Add related schedule tasks (Editable)
• View the file size and who created it
• Upload a new version of the same document (Version history is recorded here and previous documents remain available for reference)

✐ Note: Homeowner Contracts and Invoices will be visible to the Homeowner by default but can now be made non-homeowner visible. Bills and Trade Commitments cannot be edited or made visible to the Homeowner in HOP.

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Documents Actions

The icons to the right of the side panel allow you to either Favorite, Download, or Archive a document. Archiving hides the file from view but these items can be brought back into view with the "Show Archived" toggle (discussed in more detail under "Filtering and Searching Documents" later in this article). 

✐ Note: System generated documents such as Homeowner Contracts, Trade Commitments, Invoices or Bills cannot be edited or deleted.

Using the bulk actions drop down menu, users can do the following to multiple documents at once:

• Archive
• Delete
• Recategorize
• Download

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Filtering and Searching Documents

The page will automatically set 8 category types upon loading - this will remove accounting and procurement documents to reduce the page loading time. Users are able to customize their documents view by selecting the option to 'Group by' category or not. The clear button will always remove any existing filters.

Filter options include by category, by homeowner visibility, or to show archived documents by toggling the 'Show Archived' button. Use the Search Bar at the top right to search across all documents. This will primarily search the title and currently will not search within the content of the document itself.

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Video Tutorial

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Questions? Feedback? Email us at Product-Support@Homebound.com or chat with us in Blueprint!