Bolster Drive – File Management

Overview

Bolster Drive is a centralized file repository inside Bolster. Anything you upload at an early stage can be used by your team members at later stages of estimating. You can reach Bolster Drive from three places: the Files tab, an estimate's Documents page, and the picture on an item or assembly in an estimate.

Upload Files to Bolster Drive

Use the Files tab for documents your whole team should be able to access, such as vendor orders, documents and contracts.

1. At the bottom of the left-hand menu, click Files. Bolster Drive opens.
2. Choose where to upload:

• Your company folder: The company repository your whole team can access.
• Your personal folder: Your own documents.
• Archived: Archived files.

3. Click Upload and add your files.

Access Bolster Drive from an Estimate's Documents

1. Open the estimate.
2. In the estimate's left sidebar, below Production at the bottom left, click Documents.
3. Under the section you want (for example, Site photos), choose where to add the file from:

• Bolster drive: Pick a file you already uploaded.
• Your device: Upload a file from your computer or phone.
• Take picture: Take a photo.

4. If you choose Bolster drive, select whether the file comes from your company folder or your personal folder, then select the file.

Add a Picture to an Item or Assembly from Bolster Drive

1. In the estimate, click the plus sign in the picture column of the item or assembly.
2. Choose one of the options:

• Generate image for me or Generate image: Create an image for the item.
• Bolster drive: Pick from everything uploaded to your company folder or your personal folder.
• Your device: Upload a picture from your device.
• Take picture: Take a photo.

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Summary

Upload shared files from Files in the left-hand menu into your company folder in Bolster Drive, or into your personal folder. Your team can then use those files from an estimate's Documents page and when adding a picture to an item or assembly, by choosing Bolster drive.