File Management is your central library for every document in KonstructIQ. As you work, the platform automatically files documents where they belong — when you create an estimate, the attached files are saved to that project's Estimates folder, and the same happens for bills, invoices, purchase orders, change orders, daily logs, and to-dos. You can also create your own folders and upload your own files that aren't tied to a project.

There are two ways to get to your files:

Click Files in the top navigation bar to open the global library. This is the top level of your file system and shows everything in your account.

Your files and folders are listed in a table with the following columns:

A Search bar at the top lets you find files and folders by name, and each row has a three-dot menu (⋯) for quick actions.

When your account is set up, KonstructIQ automatically creates two top-level System folders:

These folders are maintained by the system, so you'll always have a consistent place for your documents.

Click New Folder in the top-right corner to create your own folder at the current level. In the dialog that opens:

Folders you create yourself are a great way to store documents that aren't tied to a specific project — think insurance certificates, licenses, templates, or company-wide reference material.

Inside the Projects folder, each of your projects appears as its own folder. This view lists every project with these columns:

Click any project to open its file area. You can reach the exact same place by opening a project and clicking its Files tab.

Every project automatically contains a set of System folders, one for each type of record in KonstructIQ:

Whenever you attach a file to one of these records — for example, dropping a plan set or a photo onto an estimate — KonstructIQ automatically saves that file into the matching folder. You don't have to file anything manually; creating the estimate, bill, or invoice does it for you. The folder's file count updates automatically as documents are added.

To add your own document to a project, open the project's file area and click Upload in the top-right corner, then choose a file from your computer. Uploaded files appear alongside the automatically saved documents and can be organized, shared, and managed the same way.

Click any file to open its detail view. This screen gives you a preview of the document on the left and its full details and controls on the right.

The detail panel shows:

Every file has an Access Control setting that determines who can open it:

Use the Copy Link button to grab a shareable link based on the current access setting. You can also use Download to save a copy to your computer, or Send to share the file directly from KonstructIQ.

From the file list, the three-dot menu (⋯) on any file row gives you quick actions without opening the file:

Opening your file library: Click Files in the top navigation bar.

Opening a project's files: Files → Projects → click the project. (Or open the project and click its Files tab.)

Finding a specific document: Use the Search bar at the top of any Files view to search by name.

Creating your own folder: Files → New Folder → enter a folder name → Create.

Uploading a file to a project: Open the project's file area → Upload → choose a file from your computer.

Seeing where a file came from: Check the Linked To column (or the file's detail view) — it shows the record, such as Estimate or Invoice, that the file is attached to.

Sharing a file with a client: Open the file → under Access Control choose Restricted or Anyone with the link → Copy Link (or use Send).

Tagging a file: Open the file → in the Tags section, type into Add tag….

Renaming a file: In any file list, click the three-dot menu (⋯) on the file's row → Rename.