From project plans to safety forms, there are many different types of documents you and your workers need to access from the jobsite or in the office.
Learn how to keep project documents organized in one convenient location with Raken.
What types of documents can you store with Raken?
You can upload almost any type of document to Raken’s web or mobile app, including safety forms, photos, requests for information, submittals, presentations, project plans, drawings, HR forms—and more.
We support the following file types:
PDF
DOC
XLS
PPT
PNG
JPG
GIF
See the top ten forms users upload to Raken >
How does document storage work?
To access document storage for each of your projects, first log in to Raken’s web or mobile app. Then:
Select a project
Select Documents from the project menu (on web) or from your project tools screen (mobile)
Within your project’s document folder, you can:
Upload documents individually or in bulk
Create custom folder structures for better organization
Markup PDFs
Find what you need quickly with title keyword search
Learn more about using document folders in Raken >
Creating custom folder structures
Create subfolders for different types of documents within your project document folder to make locating the right info even easier.
For example, you can create a Forms folder for all your forms, or create a Safety folder for all your safety documents.
Creating form templates
You can also create custom form templates that can be used across all your projects. To do so:
Log in to Raken’s web app
Select the Company tab
Select Forms
Upload a PDF form to create a form template
Once a template is created, any team member can select a project, select Forms from the project menu, and click the “+” button to select a form template and create a copy without having to upload the template from their own device.
How do you share documents in Raken?
All of your team members that you invite to use Raken can access project documents on web or mobile.
Documents can also be previewed, downloaded, and shared with other stakeholders and collaborators via email.
Because only team members have access to your project documents, our document storage system keeps your assets safe and secure.
Some features may not be available with your plan—check with our customer success team for more details.