Upload files & folders

Upload files to the record they support, or import a supported spreadsheet or map into your workspace.

#Upload one or more files to a record

Use a record's Files tab when the files belong with a specific project, contractor, facility, or other record.

1. Open the record the files support.
2. Select the Files tab.
3. Select New File at the end of the file list.
4. Choose one or more files from your device.
5. Keep Bidlo open while the upload is in progress.

Bidlo creates a file document for each file you choose. When the upload finishes, the files appear in the record's Files view.

Select an uploaded file to preview it in the side panel. Select Open in full page when you need more room, or Close panel to return to the record.

#Add a file to an empty file document

1. Open the empty file document.
2. Select the prompt to choose a file.
3. Choose the file from your device.
4. Wait for the upload to finish.
5. Confirm that the file name and content appear.

#Import a spreadsheet or map

Use Import when a spreadsheet or map file should create structured content in Bidlo.

1. Select New in the upper-right corner of Bidlo.
2. Select Import at the bottom of the New page screen.
3. Choose the matching import type:
   • Select Spreadsheet for a .csv or .xlsx file.
   • Select Map for a .kmz file.
4. Choose the file from your device.
5. Follow the prompts to review and finish the import.
6. Open the resulting page and confirm that the expected data appears.

#Check uploaded or imported content

1. Confirm that each uploaded file appears in the intended record.
2. Open a representative file and check its name and preview.
3. For an imported spreadsheet, check the column headings and a representative set of rows.
4. For an imported map, confirm that the expected locations appear.
5. Correct the source file and import it again if the resulting data is incomplete or incorrectly structured.

#Related pages

• Files and linked content
• Supported file types
• Troubleshoot Bidlo