PlanGrid users who have been wanting the ability to add additional documents to their field reports within the platform now have the ability to do so with a recent update.
Field Report References now has the ability to add photos, documents, and snapshots to any field report. Adding supplemental information like mentioned above can help clear up written notes and organize your project’s information. The References add-on is in addition to the existing ability to weather information and project photos.
Within the new references area, administrators can upload photos (screenshot below) or documents that are either already in PlanGrid or upload a new one, but snapshots can only be added if they’re already in PlanGrid. Heads up, though, if you add a document or picture directly to a Field Report, then the uploaded file will not be added to the project’s document library, so you’ll have to add it separately if you want it in there. An assignee can only add documents to Field Reports that are already loaded to the document library.
It’s a smaller update, but one that many can find useful. PlanGrid also added a couple other Field Report updates earlier this year, allowing folders for templates to be added and the ability to bulk edit field reports.
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