Documents and upload links

The Documents tab is the project's file cabinet: generated reports in one list, everything else in another, plus a secure way for the customer to send you files without an account.

Generated Reports#

When you tap Generate report on the Report Review tab, the FieldFaktor Inspection Report and the FieldFaktor Photo Report both appear here, typically within a minute or two — one action produces both. See Generate reports.

Each row shows a DOC or PDF chip, the report name, and the date. Tap a row to view it, or open the row's menu for:

• View — the paginated PDF view of the report.
• Open editable — the Inspection Report's DOCX original, for editing in Word or Pages (shown when the PDF view is available).
• Share — the share sheet, to send the file by text, email, AirDrop, or any app on the phone.

Screenshot coming soonThe Documents tab with Generated Reports and Uploaded Documents lists

Uploaded Documents#

Everything else lives in Uploaded Documents:

• Tap the + button (Upload document) to add a file from the phone — an invoice, a signed authorization, a permit.
• The Hail Verification Report PDF arrives here automatically when the HailBrief hail history completes. No one uploads it.
• Each row's menu offers Open, Add Signatures (PDFs only — opens an editor for adding signatures, and the signed copy saves back into this list), Rename, Share, and — where permitted — Delete.

Send the customer an upload link#

When the homeowner has documents you need — a mortgage statement, an insurance letter, photos of their own — send them a secure upload page instead of chasing email attachments:

1. On the Documents tab, tap the link icon (Send upload link).
2. Pick the recipient and tap Text or Email. If the sheet says "Add homeowner or contractor phone/email on the project to send a link.", add their contact info on the Details tab first.
3. Your phone opens a pre-written message containing the secure link — review it and send.

The customer taps the link and lands on an Upload Documents page for the project — no account, no sign-in. Files they add appear in your Uploaded Documents list.

Deleting documents#

Deleting is permission-gated:

• You can delete only uploaded documents you added from the app yourself.
• The Hail Verification Report can only be deleted by the Company Owner, and only on projects they created — its findings feed generated reports, so deleting it is deliberately restricted.
• Generated reports have no delete option in the field app. They can be deleted from the dashboard's project workspace — permanently, so treat that as a last resort.