3PM Base gives you one place to upload, organize, link, preview, download, and summarize business documents. Use Documents within a project to keep files close to the work they support, arrange them in folders, and quickly review important information.
The Documents area opens with folders and files for that project. If there are no files yet, you can upload them or create a folder.
Documents can be associated with projects, quotes, contacts, invoices, bills, tasks, and leads. You will only see records that you are allowed to access.
You can upload PDF, Word, Excel, text, and image files. Each file can be up to 10 MB.
Note: Supported image files include JPEG, JPG, PNG, GIF, and WebP. If a file type or size is not accepted, choose a supported file and try again.
To create a folder inside another folder, select the parent folder before selecting New folder. Select a folder to make it the destination for your next upload. Select the arrow beside a folder to expand or collapse it.
To rename or delete a folder or Document, open its actions menu and choose the relevant action. Renaming takes effect when you press Enter or leave the name field.
Warning: Deleting a folder also deletes its child folders. Confirm the deletion only when you no longer need the folder structure.
A Document is linked to the project when you upload it from that project’s Documents tab. To associate an existing Document with another supported record, open the Document’s actions or linking controls where they are available, then choose the record to add or remove.
A linked Document is marked as linked in the Documents list. The same Document can have more than one link, so you can keep one file connected to the different pieces of work it supports.
If you cannot link a Document to a record, check that the record exists and that you have access to it.
PDF and image files can be previewed directly. Text files can be displayed as text. Some other file types do not support an in-app preview.
If the Document is linked, the download action is shown as Download linked document. For other available files, use Download.
3PM Base can generate an AI Summary while a Document is uploaded. When a summary is available, it appears beneath the file in the Documents list, together with the date it was generated.
The summary is designed to extract key information such as materials and quantities, specifications, dimensions, timelines, compliance requirements, installation steps, safety notes, and pricing. Review the original Document before relying on a summary for a decision, because an AI Summary may omit or misinterpret information.
If no AI Summary appears, the Document is still available for preview and download. Summary availability depends on your 3PM Base account configuration and the file being readable by the summarization service.
Open a project and select the Documents tab.
3PM Base accepts PDF, Word, Excel, text, and image files. Image formats include JPEG, JPG, PNG, GIF, and WebP.
Yes. Each uploaded file can be up to 10 MB.
Yes. Select multiple files with Upload files, or drag and drop multiple files into the upload area.
Yes. Select the destination folder before uploading. You can also create folders inside other folders.
PDF, image, and text files support in-app previews. Other file types may not. Download the Document to open it in a suitable application.
A summary may not be available for every Document or account. The original Document remains available even when a summary is not generated.
Yes. Documents can be associated with multiple supported records when you have access to those records.
The folder and its child folders are deleted from the Documents structure. Use the confirmation dialog carefully before selecting Delete.
