File types & editing
A project holds whatever the job holds. Drawings are the centre of it, but specs, schedules, cut sheets, models and the client's spreadsheet all belong in the same place as the set they relate to.
What you can upload
| Type | What you get |
|---|---|
| The full drawing experience: rendered sheets, extracted title blocks and schedules, checks, chat, markup. Vector or scanned; multi-hundred-page sets are fine. | |
Spreadsheets (.xlsx, .xls, .csv) | Open in the browser, edit in place, and the chat can read them |
Word documents (.docx) | Open in the browser, edit in place, and the chat can read them |
| Images (PNG, JPG, WebP…) | Render in the viewer; the chat can look at them |
| Text and markdown | Render in the viewer |
| IFC models | View in 3D and let the chat inspect elements - see BIM models |
| Building codes | Ingested into your searchable library - see Code Review |
| Anything else | Stored on the project and downloadable, even if it can't be rendered |
Attaching a file to a chat message is separate from uploading it to the project, and takes a similarly wide range - images, spreadsheets, PDFs, Word documents, CSVs, text, JSON and YAML.
Editing in place
Spreadsheets and office documents open in a full editor in the browser: real formulas, real formatting, multiple tabs. You don't download, edit and re-upload.
Two things worth knowing:
- Saving creates a new version. The original isn't overwritten, so an edit you regret isn't destructive.
- If the editor can't load, spreadsheets still open read-only rather than showing you nothing.
A spreadsheet open in the in-browser editor
This is what makes the form-filling workflow complete: the chat fills your checklist in, the completed file lands on the project, and you open it right there to change an answer before sending it on.
Organizing files
Projects use folders, and the folder path is part of how a document is identified - which matters when the same filename appears in two places (/Kingsway/A-101.pdf and /Kingsway/Cut Sheets/A-101.pdf are different documents, and the platform keeps them apart).
For managing revisions rather than folders, see Organize.