File Management and Workflows

Introduction

Bluerithm has features for storing and managing files and workflows for file collection, approvals, and distribution. 

Types of files

You can store any type of file in Bluerithm. 

Additionally, you can add References instead of files. References are links to other file storage systems (e.g. Procore, Bluebeam studio sessions, Box.com, SharePoint, etc.).

General file storage

Each project has a Files page for general cloud file storage. Here you can create folder hierarchies as needed for storing project-level files. 

There is also a static folder here where all report exports are automatically stored. 

File attachments

You can attach files to almost every type of item in a project (e.g. Equipment, work items, issues, notes, etc.).

Attach files specific to an item on its Files page. 

File requests and approval workflows

See the article about Required Files feature to manage file request, review, approve, reject workflows on your projects.

File exports and downloads

You can filter, make available offline, view, and batch-download file attachments from across a project on the Files > File Attachments page. 

This page aggregates files attachments attached to all items across a project, including work items, notes, issues, equipment, etc.