Documents & folders
Upload documents / folders
The following article describes how documents and folders can be uploaded to buildagil. There are different ways to upload individual documents/elements or entire folders. Directly to the following sections: Drag & Drop About upload tab Synchronize with OneDrive Troubleshooting during upload Troubleshooting for shortened file names (3-troubleshooting-for-shortened-file-Some readersCreate QR codes for documents
The following article describes how QR codes can be created for documents and folders. When the QR code is scanned, the document or folder linked to the QR code opens. Create QR codes for documents and folders When a QR code is scanned, the corresponding document or foldFew readersLink documents
The following article describes the variants to which documents can be linked. Directly to the following sections: Copy link from document library Linking documents from tasks Document link from OneDrive Copy link from document library There are two ways to cFew readersCreate plan sections
The following article describes how plan sections can be created, edited and then assigned to a journal entry, task or comment. Directly to the following sections: Create plan section Use plan section Create plan section Plan sections can be included in journal entries and any task types (e.g. Tasks, topics, decisions, etc.). Create plan section from a task / journal entry: If a plan section is created in this way, the section is diFew readersVisibilities on folders & documents
Customization of visibility on the folder structure | Inheritance of visibility on the folder structure | Visibilities on folders & filesSome readersCheck & release documents
The following article describes how a review task can be created. Review tasks enable documents to be reviewed in a structured manner and then released. As test tasks have almost the same structure as normal tasks, only the differences are discussed here. How to create a task is described in the following article: Create task Create test task To create a check task, the document to be checked must first be selected. The status can then be set to *ReviewFew readersImport documents & folders
Import of documents & folders via upload | Import of documents & folders with GoodsyncFew readersLinks in the folder structure
The following article describes how shortcuts can be inserted in the folder structure. Directly to the following sections: Create links Open shortcuts Create shortcuts Links to websites and local and server-side folders and documents can be created in the folder structure of buildagil via links. To create a shortcut, click on + New and then on Shortcut. (https://storage.crisp.chat/users/helpdesk/website/d29f517da520580/link-neunjFew readersPlotting documents & plans
The following article describes how to configure the plot service for buildagil in order to print PDF documents and plans from a plot service. Activate plot service Plot PDF documents and plans Tracking of plotted documents Activate plot service The plot service for buildagil can be configured in the project settings under plot service. First, the plot service must be activatedSome readersRestore documents
The following article describes how the previous versions of a document or deleted documents / elements can be restored. Directly to the following sections: Restoring a previous version via buildagil Restore a previous version via OneDrive Restore deleted document / element Restore a previous version via buildagil As soon as a change is made to a documenSome readersSending documents to external parties
The following article describes how documents can be sent to external persons without access to buildagil. Directly to the following sections: Sending documents View of the recipient Tracking of sent documents Troubleshooting Sending documents Using the Send externally role, it is possible to make files available to external persons who do not have accSome readersExtended folder designation
The following article describes how to use the extended folder designation. With the extended folder designation, long folder names can be divided into "Designation" and "Extended designation". The "Extended name" is displayed after the "Name" and is not included in the folder / file path. Long paths can be shortened by using the "Extended name". In the Project settings under Documents the selection under Extended folder name can be set to Yes toFew readersVersion history for documents
The following article describes how the version history of a document works. Directly to the following sections: Show version history for documents Upload a new document version Contents Version history Show version history for documents As soon as a change is made to a document, the version of the document changes. This makes it possible to display and Restore (/en/article/restFew readersExport documents as Excel
The following article describes how documents and folders can be exported / synchronized into an automatically updating Excel list, which can then be used for further processing. Export documents / folders Go to Documents in the project. You can then use filters to set which documents / folders are to be exported. Only the visible documents are included in the list after filtering. Once the filters have been set, click on the Export icon.Few readersDownload documents & folders
Download documents & foldersFew readersArchive folder or make it inactive
The following article describes how folders can be archived or set to inactive. Directly to the following sections: Archive folder or make it inactive Archive folder or make it inactive Folders can be changed from a Project admin to archived or inactive. The "Inactive" status is used if the folder is not currently needed. The "Archived" status is used for older data that is to be baSome readers
Office documents
Edit Office documents locally
The following article describes how Office documents (Word, Excel, PowerPoint etc.) can be opened and edited directly with the local programs. Systemanforderungen: System requirements Office programs Directly to the following sections: Open Office documents with local program Troubleshooting when opening Office documents Open Office documentFew readersCreate & edit OneNote notebooks
The following article describes how to create, store and edit OneNote notebooks. Directly to the following sections: Create a notebook Edit notebook Store existing notebook on buildagil Create notebook To create a new OneNote notebook, click on + New / OneNote notebook under Documents. ThenFew readers
PDF documents
Edit PDF documents online
The following article describes how PDF documents can be edited directly in buildagil. Directly to the following sections: Open online edit Display options Editing tools Notes and comments Text search Open online edit SelecFew readersEdit PDF documents with local programs
The following article describes how to connect local PDF programs to buildagil in order to edit PDF documents with a local program. Systemanforderungen: System requirements for local PDF programs Directly to the following sections: Connect PDF program with buildagil Change or deactivate local PDF program Open PDF documents with local PDF program (3-open-pdf-dFew readersVersion check with QR code for PDF documents
The following article describes how PDF documents and plans with QR codes can be downloaded, plotted and sent. QR codes can be used to check whether the latest version of the document or plan is available. When scanning, it is displayed whether the version is up-to-date. If a new version is available on buildagil, this is displayed and the person has the option of opening the latest version of the plan directly if the person is authorized to access the project. Directly to the following sectionFew readersSigning PDF documents
The following article describes how PDF documents can be signed from buildagil. Directly to the following sections: Signing with Skribble Signing with PDF-XChange Signing with Adobe Acrobat Signing with Bluebeam Signing with Foxit Signing with SkribbleFew readersCompare PDF documents
The following article describes how different versions of a PDF document can be compared with each other. Directly to the following sections: Open two versions of PDF documents Compare with PDF-XChange Compare with Adobe Acrobat Compare with BluebeamFew readersPDF editing with Adobe Acrobat
The following article describes how to edit PDF documents with Adobe Acrobat. Directly to the following sections: Editing with Adobe Acrobat Message for borrowed / checked out PDF documents EditingFew readersPDF editing with PDF-XChange
Collaboration with PDF-XChange | Recommended settings | Message for borrowed PDF documents | TroubleshootingSome readersPDF editing with Bluebeam
The following article describes how to edit PDF documents with Bluebeam. Directly to the following sections: Editing with Bluebeam Message for borrowed / checked out PDF documents Edit with Bluebeam Click the *Some readersPDF editing with Foxit
The following article describes how to edit PDF documents with Foxit. Directly to the following sections: Editing with Foxit Message for borrowed / checked out PDF documents Edit with Foxit Click the Edit in PDF appFew readersPDF editing with Power PDF
The following article describes how to edit PDF documents with Kofax Power PDF. Directly to the following sections: Editing with Power PDF Kofax Power PDF Advanced Installation Editing with Power PDF Click the EdiSome readers
OneDrive
Synchronization OneDrive
The following article describes how the synchronization of OneDrive with buildagil on Windows and macOS can be established and disconnected again. In all other cases, files should always be uploaded directly to buildagil and opened using the Open in app role. You can find furSome readersStorage optimization OneDrive
The following article describes how storage space can be saved on local devices if OneDrive synchronization has been set up with buildagil. There are several ways to reduce the storage space used, all of which are described in the following sections. Directly to the following sections: Activate OneDrive if required (3-aSome readers
Pictures
Pictures & media library
The following article describes how to upload images to buildagil and use the media library. Directly to the following sections: Upload images to the media library Upload images via a journal entry Upload images to a folder Upload images as attachments in tasks & topics and commentsFew readersEdit images
The following article describes how images can be edited on buildagil. Directly to the following sections: Edit images Editing tools Edit images The following section describes how images can be edited directly in buildagil. Click on Edit online or the "pencil icon" in the opened image.Few readers
Remaining documents
Miscellaneous
Install buildagil Opener
The following article describes how to install the buildagil Opener. The buildagil Opener is a utility program that is used to connect buildagil to local PDF programs, to open documents and folders via Onedrive and for links. You can find out more about the roles of the buildagil Opener in the following articles: Edit PDF documents with local programs Open documents & folders via OneDrive (/en/article/open-documents-folders-viaFew readersExcel Power Query Connector
The following article describes how data from different sources can be merged when analyzing data with Excel. In many cases, this data is available in CSV or XLS files that are saved in buildagil. Data query in Microsoft Excel Copy link of the desired file. In Excel, under the "Data" tab, select the From the web button in the "Retrieve and transform data" group. (https://storage.crisp.Few readersDocument exchange with Goodsync
Setting up document exchange with GoodsyncFew readers