How to upload files to a building
The file archive in Properate is where a building's documentation lives: FDV documentation, manuals, service reports, datasheets, leases and energy analysis reports. Files are labelled and attached to systems so they can be found again.
How to upload files
- Open the building you want to work on. See How to switch building and search for a building.
- Go to FDV > Files in the sidebar.
- Click Add.
- Select the files.
- Follow the upload. The status shows {n} of {m} files uploaded, and if something fails: Couldn't upload {n} of {m} files.
When it's done it says Uploaded {n} files.
Note: Upload the files first and label them afterwards. A file with no label and no system does land in the archive, but it's hard to find again — and an archive nobody can find anything in isn't an archive.
How to label a file
Labels are what make a file searchable by type.
- Select the file, or several files.
- Use Add label — or Edit labels on a file that already has some.
- Choose one or more labels.
The available labels cover the common document types:
FDV, Manual, Operation and maintenance manual, Datasheet, Function description, Floor plan, Energy analysis report, Energy assessment, Energy certificate, Action list, Offer and Other.
You get the confirmation Files updated.
How to attach the file to a system
- Select the file.
- Use Add system — or Edit systems to change it.
Files attached to a system appear on that system in the FDV building overview. That's where somebody troubleshooting an installation looks — not in the file archive. See How to read the FDV building overview.
Frequently asked questions
Can I upload several files at once?
Yes. You can also label several files in one operation, so a whole folder of datasheets can be labelled in one pass.
Which file types can I upload?
The archive accepts the common document formats. The document chatbot, which lets you ask questions about the content, only works on PDFs — there it says Only PDF files are supported.
Can I delete a file I uploaded by mistake?
Yes. Deleting moves the file to removed files, and it can be restored from there. See How to restore a deleted file.
Some files didn't upload. What do I do?
The message tells you how many failed. Retry the ones missing — the failure usually affects individual files, not the whole upload.
Tip!
Label the file with a System as well as a Label when the document belongs to a specific installation. The label says what kind of document it is; the system says which installation it covers — and it's that second link that makes the documentation appear where somebody is actually standing and needing it.