TaskRox Help & User Manual

Create folders and subfolders to organise your documents. Folders can represent contract sections, disciplines, or document types (e.g. Drawings / Specifications / Reports / Correspondence).

Right-click a folder to rename or delete it. Drag documents to move them between folders.

Drag files onto the upload zone in the main document area, or click Upload. Supported formats: PDF, DOCX, XLSX, DWG, DXF, images, and most office/CAD formats. Max 50 MB per file.

Each document records: filename, size, upload date, uploaded by, revision, and status.

Revision — track document revisions (Rev A, B, C…). Add a new revision to create a new version while keeping the history.

Status codes: - For Construction — current, approved for use - For Review — awaiting approval - Superseded — replaced by a newer revision - Void — cancelled / no longer applicable

Every folder has an automatic arc/ subfolder for archiving documents.

Automatic archiving — when you upload a new revision (supersede), the previous version is moved to the arc/ subfolder automatically with a full audit trail.

Manual archiving — click the Archive icon on any document row to move it to arc/. You can optionally add a note explaining why (e.g. "Replaced per RFI-042 response").

Restoring — browse into an arc/ folder and click the Restore button to move a document back to its parent folder.

The arc/ folder appears in the folder tree with a count badge showing the number of archived files. It is greyed out and collapsed by default to keep the tree clean. Archive actions are recorded in the document's version history.

Files are served through private TaskRox storage access routes (including legacy /api/uploads/[...path] paths and signed access flows). Only authenticated project members with module permission can download files.

To share a document with an external party, invite them as a project member with Documents → View permission.

The document picker lets project records link back to the same controlled Documents library instead of duplicating files. RFIs are one example; the same pattern supports evidence-heavy records such as QA, HSE, MOC, decisions and correspondence. In RFI edit mode, use Ref Documents → Add from library to attach controlled project documents after the RFI has already been raised.