ClickSabi Personal

Documents

Where your documents live

Documents belong to the project they relate to.

1 min readLast updated

Documents sit inside a project

There is no separate file store. Open Documents and ClickSabi takes you to the project the files belong to. With more than one project, choose which.

Inside a project

The Documents tab groups files by type: proposals, contracts, permits, photos, warranties, invoices and other.

Proposals and contracts you analysed

Documents you added yourself for analysis stay in Scan, with their analysis attached.

If you have no project yet

Documents shared by a provider appear once that provider starts a project with you.

Didn't find what you were looking for?

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