Tidyby Automated Construction
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Docs Features

File sharing and activity

Save invites for outside people on a file or a whole bid, and see who opened or downloaded what. Guest access is coming next.

View as Markdown Ask Claude Ask ChatGPT

You can record who outside your company (a client, a consultant) should see a drawing, and Tidy keeps an activity log of who opened and downloaded each file.

Save an invite

  1. Open a bid and go to the Files tab.
  2. Open a file's menu and click Share..., or click Share all files.
  3. Type email addresses and pick a level: Can view, Can mark up or Full takeoff. Turn on Allow download if they may download.
  4. Add a message if you like and send the invite.

In a workspace, use Share > Outside people. Invites there are scoped to that workspace.

Activity log

Each file has an Activity view, and the Files tab has an Activity card. It lists opens (with time and pages viewed), downloads and sharing changes, grouped by day. Filter by person, file or event.