Start your journey with Filio quickly
Step 1: Download the App
Step 2: Register Your Account
Step 3: Verify Your Account
Step 4: Grant Necessary Permissions
It would simplify the process of managing Filio web users, such as adding or removing users. You are still able to use Filio using a generic email such as Gmail. However, we do not recommend it for the future scalability of your company using the platform.
Filio users need to provide their cellphone numbers because the Filio Data Collector App (Mobile App) uses the cellphone number to verify the data collector app. Also, office people use data collectors’ cell phone numbers to add them to the projects to collect photos and videos.
Users can download and install it from App Store (apple.filio.io) or Google Play Store (https://android.filio.io/).
You can access Filio’s subscription at https://www.filio.io/plan. Filio charges based on the Data Collector app; these are the users who go to the job sites and take pictures and videos. A company can have unlimited web accounts free of charge with unlimited storage. We strongly recommend users have a parent web account to avoid confusion about creating projects in different Filio web accounts. Having said that, if users create projects using their own web account, not under the parent company web account, they can easily share those with the parent web account. But this requires a second step of sharing a project with another account.
Manage and document your visuals
Creating a project on Filio’s website is a straightforward process. Follow these steps to get started:
Login to Your Filio Account
Navigate to the Project Creation Section
Enter Project Details
View Your Created Project
By following these steps, you ensure a structured and efficient project setup on Filio, leveraging its powerful features for optimal project management.
Good luck!
Log into your web account and click on the project you want to change the information.
Click on the “Settings” icon located on the top right-hand side of the page.
This will take you to the project settings page where you can edit all the project information.
It’s important to note that any changes you make to the project information will be reflected in all the associated project files, including images, reports, and other documentation.
Log into your web account and click on the button named “NEW PROJECT”
Enter all the project information. Project Name is a required field. All the information here can be changed later on.
At the bottom of the window upload your Layout and click Save.
You can also add plan, layout, or blueprint after creating a project.
Click on + New Layout, upload your file and then click on Save
Project’s name, Filio Data Collector Cellphone number, and GPS coordinates are essential to be entered for creating a New Project.
Other required information is: Project Code, Client, Project Location, Project Description, Project Manager, Start Date, and Project Layout.
These information can be added later.
Log into your web account and click on the button named “NEW PROJECT”
Enter all the project information.
In Filio Datat Collectors part, add the Filio Data Collectors to the project using their cellphone number. Once you enter the cellphone number, ensure to enter the “+” button to add them. You can add Data Collectors in bulk using the “Upload comma separated” button. If you have Data Collectors already added to the existing projects, you can simply use the “IMPORT USER PHONES” feature. Once you add Data Collectors, ensure to manage their access to what features they can use when they “Open in Web” feature in their Data Collector app. Data collectors can be added to or removed from the project later on.
Log into your web account and click on the button named “NEW PROJECT”
You can add Data Collectors in bulk using the “Upload comma separated” button. If you have Data Collectors already added to the existing projects, you can simply use the “IMPORT USER PHONES” feature.
Yes, you can sort projects and find desired projects from either table or the map in Filio. Here are the steps to do it:
To sort all the projects, go to the Projects page and click on the “Name” or “Last Updated” header to sort the projects by name or date respectively.
To sort the photos of a project, open the project and click on “Sort by”. You can sort the images by Image Date, Name, Taken by, Labels, and more. You can also reset the default setting later on
To sort the images using the map on the right side of the window, click on “Select”, then drag your mouse across the area you would like to see the taken images. To view all the images, re-click on “Select”.
If you wish to sort the images by date, you can use the timeline bar. Move the cursors to the start and end of the date range you wish to see the images, or enter the dates manually.
These steps will help you quickly sort through your projects and find the specific project or image you are looking for.
To send a text or SMS to Data Collectors to download and install Filio Data Collector App for an existing project, follow these steps:
Step 1: Log into your web account and open the project you want to add Data Collectors to.
Step 2: Click on the “Access” tab and then select “Filio Data Collectors”.
Step 3: Click on the “+ Add Data Collector” button and enter the Data Collector’s cellphone number in the provided field.
Step 4: Click on the “Send SMS” button to send a text or SMS message to the Data Collector with a download link to the Filio Data Collector App.
Step 5: Once the Data Collector receives the text message, they can click on the download link to install the app on their mobile device.
Note: Make sure that you have the correct cellphone number of the Data Collector and that they have given you permission to send them SMS messages.
Anytime any user who signs up in Filio, either using the Data Collector App or Filio Website, we create a sample project for users to test the platform and take pictures and create the project. Filio’s sample project also contains a layout that shows Filio’s awesome capabilities to handle both media taken using a Google Map or a Layout (floor plan, job site plan, blueprints, etc)
Step-by-Step Guidelines for Using Static “Get Link” on Filio
Select Images or Videos
Navigate to your project.
Access Get Link Option
Define Access and Options
2. Anyone with the link:
2.1. Everyone can access this link. Be cautious because this action exposes the visuals to the public, and they can download them.
2.2. Set the “Expiration date” from one week to unlimited, based on your preference.
2.3. Copy the link and paste it into an email or any other platform where you desire to share it.
You’re All Set!
Now you know how to share specific media from your project using the static “Get link” feature on Filio.
Happy sharing!
Follow these steps to permanently delete a project from your Filio account:
Caution: Only users with Super Admin privileges or full access can delete a project. Ensure you have the necessary permissions before proceeding.
Open Your Project
Start by opening the project you wish to delete.
Once inside the project, navigate to the “Settings” section.
Scroll to the Bottom
In the “General” tab, scroll down to the bottom of the page to find the “Delete” button.
Confirm Deletion
Clicking “Delete” will prompt a confirmation message. Deleting a project will remove all its images and data permanently. This action cannot be undone.
Type Project Name
To proceed with deletion, type the name of the project in the provided field and hit “OK.”
Log into your web account and click on “INTEGRATION”
Click on platform tab to add Procore to integration.
Before integrating your Procore with Filio, please make sure to install Filio from Procore Market Place into your account from this link: https://marketplace.procore.com/apps/filio
Instruction video: https://youtu.be/b68l1EpcsVA
Once you Filio has installed from Procore Market Place into your account, click on ” SYNC PROJECTS AND THEIR VISUALS” button .
Once Filio is integrated with Procore, any images captured in Procore’s imported projects will automatically be saved in the Procore gallery folder and all existing images in Procore’s projects will also be imported into Filio, making the integration seamless and efficient.
The good news is that Filio reads all the metadata automatically and assigns the photos to the right place if the pictures are powered by the correct metadata.
There is a dropdown on top right of the projects that you can use to filter the projects to Procore projects.
Filio associate the subscription to zipcode of a company. You might ask why do we do this? Large companies have different offices and each may want to have their own subscriptions for Filio independently. Using this approach offices in the same company can use and operate Filio independently. Having said that a company can sign up for a general subscription. The general subscription will consider a company as a whole and it does not matter if the users sign up from different offices in different locations.
Please contact Filio team and we will handle the subscription type for your company.
Log into your web account and click ” USER ” button to edit the information.
Click on “pen sign” on the top right, to edit all the information.
You can also change information of ” Default Project”, ” Company Logo”, and “Account and Security”.
Log into your web account and click ” USER ” button to edit the information.
In the User part click on “Company Logo”, then upload your company’s logo by clicking on ” Click to upload company logo” button.
Supported image formats include JPEG, JPG, and PNG.
Log into your web account and click ” USER ” button to edit the information.
Click on ” Account and Security” button to activate two-factor authentication.
Click on ” ACTIVATE MULTI-FACTOR AUTHENTICATION ” .
By setting-up the ” Default project settings ” you will have fixed predetermined information for once you create a ” New Project “. All the information can be changed later on.
To activate and set-up the ” Default Project Settings” Log into your web account and click on the USER button
Turn on ” Activate Default Project “, to activate the default project feature.
Also tick ” Allow Data Collectors to create project using Default settings.
to Set-up the settings click on the ” DEFAULT PROJECT SETTINGS ” button .
Log into your web account and click ” USER ” button to edit the information.
Click on Default Project, to activate the default project feature turn the button on, turn off to deactivate.
Log into your web account and click on USER, open “Default Project” section. To change the accesses click on the button named DEFAULT PROJECT SETTINGS.
Make sure you turn on the “Activate Default Project” button.
Open ACCESS part, click on Filio Web Users. Check the box “Automatically share with all NA’s Filio web accounts based on the defined groups”. Then click on the button named ” EDIT ACCESS” to give different access to the users.
You can also manually set specific users by typing their email in the ” Add Filio user email ” box, then clicking on the ADD button .
Another way to add users is to Import their emails by clicking on IMPORT USER EMAILS button. Check the users you wish add and share projects with them.
If you have the emails on an Excel sheet, you can import them by clicking on ” Upload comma separated emails.
2.
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Log into your web account and click on USER, open “Default Project” section. To change the accesses click on the button named DEFAULT PROJECT SETTINGS.
Make sure you turn on the “Activate Default Project” button.
Open the USER ACCESS part, and click “Import users from your company”.
Select the users and click Next.
Review Subscriber Status
Auto-share with all current and future company users.
Access control:
All the existing users from your company and the users from the future successfully will be added on board to any project you create.
Review Subscriber Status
By following these steps, you can effectively centralize and manage user access within your projects, ensuring that everyone has the correct level of access needed for their role.
Step 1: Open the Project
Navigate to User Access Settings
Step 2: Navigate to User Access Settings
Find and click on User Access to manage the users for this specific project.
Step 3: Add Users by Email
The user will receive an email invitation to access the project with a unique link to view the project.
Step 4: Review Subscriber Status
Step 5: Upload or Import Users
Upload Comma Separated Users
Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users.
Import users from your company
By following these steps, you can effectively centralize and manage user access within your projects, ensuring that everyone has the correct level of access needed for their role.
For more information, you can always [email protected].
This guide will help project managers add users who have not registered or downloaded the app. Follow these steps to ensure they can access your project.
Important Notes:
This process ensures that even unregistered users can be smoothly added to your Filio projects and participate in real-time project management.
By following these steps, you can ensure your images render correctly and display as 360-degree images.
Step 1 – Open Your Project
Step 2 – Select Your 360-degree Images
Click “Open” when you have selected the images.
Step 3 – Upload 360-degree Images
Ensure the date and time are correctly applied to the media and then click “Upload.”
Important Note:
Step 4 – Edit Media
Step 5 – Add Geo-Information
Step 6 – Enable 360 (Panorama)
Additional Tip
Thank You
For more information, feel free to contact us at [email protected] or chat with us on filio.io.
To find the number of purchased subscriptions you need to :
Log into your web account and click “PLANS & ACCESSES”
Click on ” Data Collectors ” to see how many subscriptions have been purchased.
On the top the numbers of purchased subscriptions has been shown. It also shows how many of the purchased has been used and how many has remained.
To free up a subscription, you need to remove a data collector’s email from your account.
Log into your web account and click “PLANS & ACCESSES”
Click on ” Data Collectors ” to see the subscription and manage all your Data Collectors.
There’s a trash bin next to each Data collector. To remove any of your Data Collectors you need to click on Trash button.
Any removed subscription would be replaceable with a new email.
To see all the company’s data collectors and Filio web users, log into your web account and click “PLANS & ACCESSES”.
Filio has two components:
“Create Project Access” is a feature in Filio that allows you to grant or restrict user access to create new projects. By default, any user with a Filio account can create a new project. However, if you want to restrict this capability to only certain users or user roles, you can use the “Create Project Access” feature.
Company’s subscription manager can remove one or multiple data collectors from all the projects to free up subscriptions if the company has a change of staff or new hiring who need to use the Filio Data Collector app to take pictures.
A super admin can see all the statistics about users (both data collector and web users), such as when was the last time they were active, how many pictures they have taken, how many projects are shared with those users, or how many projects those users have shared with other people. Besides having all the capabilities of a “Company subscription manager,” a super admin will oversee all the projects created in the company, no matter if those projects are not shared with the super admin. A super admin can remove a user as both Data Collector and Filio Web User.
Select All The Pictures
Click on “Media Edit”
Choose Rotation Degree
Save Changes
Good luck, and happy organizing with Filio!
For further assistance, contact our support team via chat on our Filio website.
Step-by-Step Guide for Mapping Media onto Plan Sheets
Access Plan Sheets
Start by tapping on ‘Plan Sheets’ from the main menu.
Select ‘New Plan Sheet’ to begin.
Upload your plan by choosing the appropriate file, then save it.
After refreshing the page, your new plan sheets will be ready for use.
Attach Media to Plan Sheets
Select the images or videos you want to attach to the plan sheet and click ‘Edit Media’.
Choose the relevant plan sheet where you want to place the media.
Position the media accurately on the plan and click ‘Okay’.
View Media on Plan Sheets
Now, take a look at the map. You’ll notice directional arrows showing the precise locations of your media.
Manage multiple plan sheets easily and ensure accurate placement for each media piece.
Use the Data Collector App
When on-site, use the Data Collector app to drop pins directly onto your plan sheet.
Capture photos or videos exactly where they are needed, aligning perfectly with your project’s geo-requirements.
Access Media Anytime
You can access your plan sheets and the associated media anytime on the web by opening your project.
View all documents and media accurately placed on the plan sheets, giving you a clear view of your site’s development.
For more information, you can watch the step by step guide on our YouTube channel: Filio.io
Step 1:
1. Select the pictures you want to move to a different layout.
2. With the pictures selected, click on the ‘Edit’ option.
Log into your web account and click on the project you wish to change the information.
On the top right, click on Setting sign.
-In General section you are able to change : Project name, Code, Manager, Location, and etc… .
-In Organize section you are able to change : Tags, Image naming rules, Project notification, and Quick access links.
-In Access section you are able to change : Filio web users, Public users, and Filio data collectors
Log into your web account and click on the project you wish to define tags for.
On the top right, click on Setting sign.
To use tags for your photos in Filio, start by going to the Organize section on the Filio Academy website. When you create a new project in Filio, you’ll find that it already includes multiple pre-defined tags that you can customize to suit your needs. You can easily add or remove tags as you organize your project’s photos. Plus, with Filio, you can upload your CSV files directly to the cloud for secure and easy access from anywhere.
Log into your web account and click on the project you wish to change the information.
On the top right, click on Setting sign.
To change how your images are named in Filio, go to the Organize section and click on Image Naming Rule. From there, you can customize the naming format for your images. You can choose to manually enter the name or use a formula, which allows you to include certain details like the date or project name in the file name.
When setting up your preferred image naming rule, you have the option to use a formula that automatically generates image names based on pre-defined options. To use the formula, simply type in the desired text followed by an underscore () and the ‘@’ symbol. Once you type ‘@’, a dropdown menu will appear where you can select from a list of available options to complete the formula. For example, if you want your image names to include the date the photo was taken, you can use the formula ‘ProjectName_@Date’. This will automatically generate image names with the project name followed by the date. If you prefer to manually name your images, you can simply type in your preferred image name in the box provided.
Log into your Filio web account and go to the project for which you want to receive notifications.
Click on the “Settings” icon located in the top right corner of the screen.
In the “Organize” tab, scroll down to the “Project Notifications” section.
Turn on the toggle switch next to “New Photo/Video Notification”.
Choose your preferred notification method from the drop-down menu, either email or push notification.
Save the changes by clicking on “Save All”.
Once this setting is enabled, you will receive a notification every time a new photo or video is added to the project.
Log into your web account and click on the project you wish to share or unshare with any Filio web users.
On the top right, click on Setting sign.
To share or unshare a project with any Filio web users with customized access, you can follow these steps:
To unshare a project with a Filio web user:
To edit Filio web users access follow follow these steps :
Log into your web account and click on the project you wish to share or unshare with any Filio web users.
Step 1: Open the Project
Navigate to User Access Settings
Step 2: Navigate to User Access Settings
Find and click on User Access to manage the users for this specific project.
Step 3: Add Users by Email
The user will receive an email invitation to access the project with a unique link to view the project.
Step 4: Review Subscriber Status
Step 5: Upload or Import Users
Upload Comma Separated Users
Data Collector Access: Allows the user to take media from the project using the Filio Data Collector app. Note: This will count towards your subscription users.
Import users from your company
To edit Filio public user’s access follow these steps :
By following these steps, you can effectively centralize and manage user access within your projects, ensuring everyone has the correct level of access needed for their role.
For more information, you can always [email protected].
Log into your web account and click on the project you wish to remove Filio Data Collectors from.
On the top right, click on Setting sign.
To add or remove Filio Data Collectors for a project with customized access, follow these steps:
Navigate to User Access Settings
Go to the project’s Settings.
Click on the “User Access” button located at the top of the page.
Option 1: Add Users by Email
In the User Access panel, type in the email address of the person you want to add.
You can give them specific access such as:
Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.
Option 2:
Upload or Import Users
Upload Comma Separated Users
Review Subscriber Status
Like the other one before:
Recommendation: Avoid granting Delete Media and Settings permissions unless necessary.
Option 3:
Import users from your company
The data collector will receive an email invitation to access the project with a unique link to download the Filio Data Collector app.
Under the “Search Users” section, find the data collector you want to remove and click on the bin icon next to their email address.
By following these steps, you can effectively centralize and manage user access within your projects, ensuring everyone has the correct level of access needed for their role.
For more information, you can always [email protected].
Log into your web account and click on the project.
Log into your web account and click on the project.
On the top right, you can use the Google Map to search medias.
Click on SELECT, use the polygon selection area to filter markers ( photos/videos ) based on your desired geo-fencing.
On the left side, you will only see the selected medias.
To see all the medias , click on SELECT on the top right one more time.
Log into your web account and click on the project.
Log into your web account and click on the project.
Click on “SORT BY” button.
Choose ASCENDING or DESCENDING, then click on Sort Fields to choose a sorting option like, Image name, Date, Taken by, Tag, Labels, Elevation, or GPS precision.
When you add a new layout, plan, or blueprint, it will be available to use in your projects immediately. You can add pins, photos, videos, and other media to the layout or blueprint to make it more informative and useful for your project.
The new layout or blueprint will be saved to your account and can be accessed by anyone with the appropriate access permissions. This means that if you are working with a team, they will also be able to use the new layout or blueprint in their projects.
In addition, you can edit the new layout or blueprint at any time to make changes or updates. These changes will be reflected in any projects that use the layout or blueprint.
Overall, adding a new layout, plan, or blueprint in Filio allows you to create more detailed and informative projects. It can also help streamline your workflow by providing a standardized template that can be used across multiple projects
Log into your web account and click on the button named “NEW PROJECT”
To modify the overlay:
Note: It is important to ensure that the overlay is correctly aligned with the Google Maps base layer, as this will ensure accurate location information for your project.
You can add Geojson, KML, and KMZ layers to Google Maps by following these steps:
If you want to modify the metadata of multiple media at once, you can also use the batch edit feature:
Note that modifying metadata will not change the original media file. It only changes the metadata associated with that media in Filio.
Log into your web account and click on the project.
to import media ( images and videos ) from PC, Drop box, One drive, or Google drive to your project, click on UPLOAD button on the top right.
To import the media from PC: Click on the box or simply drag and drop your files to the box.
To import files from Dropbox, OneDrive, or Google drive click on its button.
Once the file is uploaded, you can change the date and time or remove the file by moving your cursor on the image.
On the OPTIONAL IMAGE PROPERTIES part you can add the name of the person who took the photo, add tags, and write description on the file
Check the option of image/video association on your desire.
Log into your web account and click on the project.
Select the images/videos by checking the box near each media, then click on the download sign on the top.
Select how you would like to save the selected media. You can save the Meta Data CSV, medias, or both
(Meta Data CSV will be shown as a zip file on your PC)
You can also choose to save the selected media to Your Computer, OneDrive, Google Drive, or Dropbox
Select the images/videos by checking the box near each media, then click on the Trash bin symbol on top.
Enter all the project information. Project Name is a required field. All the information here can be changed later on.
An assurance notification will be shown before completely removing medias, as the action cannot be undone after clicking on OK
Log into your web account and click on the project.
Select the images and videos by checking the box near each media. Click on the three dots at the top right, then click on “Move to”.
Choose a project to move the selected media to your desire, then click “Move”.
Let’s walk through the process of integrating GeoJSON, KML, and KMZ files to achieve a comprehensive view of your projects, step by step.
2. Add the shape you need. Whether it’s a specific boundary or area, customize it to match your project requirements.
3. Place markers and input relevant information, perfect for your projects such as soil samples, construction phases, or renovation updates.
4. Once you’ve mapped out your details, save your work in the format you prefer – KML, KMZ, or GeoJSON.
5. Head over to your Filio web account and click on ‘Custom Layout’ to bring your map into your reports.
6. Select ‘New Layout’, then upload your saved file. Watch as your map takes form in your report layout.
7. After uploading, click ‘Save’. You’re just a step away from integrating your detailed map into your reports.
8. Click ‘Apply’ to finalize the integration of your map with the report layout.
9. When you generate a new report, you’ll see your map layers beautifully incorporated, offering a richer perspective of your project.
Here’s a step-by-step guide for creating a customizable report sheet using Filio, designed to help users navigate and utilize the platform efficiently.
Note: If you are a super admin, you automatically have access to report.filio.io. If you are not a super admin and require access, please feel free to reach out to us at [email protected].
Step 1: Accessing the Platform
Begin by logging into your account at report.filio.io. This is where all your reporting starts.
Step 2: Initiate a New Report Template
Click on “New Personalize Report Template” to start designing your report from scratch.
Step 3: Select Layout Orientation
Choose between a ‘Portrait’ or ‘Landscape’ orientation for your report layout. Once selected, click “Next” to proceed.
Step 4: Customize Media Fields
Here, you can select which details to include for each piece of media. Options include Description, Longitude, Date Taken, Captured By, Latitude, Bearing, Weather Conditions, Tags, or simply select “All”. Click “Next” to continue.
Step 5: Define Project Fields
Choose which project details to show on your report. You can add fields like Project Name, Client Name, Preparer, Reviewer, Project Location, Project Code, Report Date, Page Number, or opt for “All”. Hit “Next” after making your selections.
Step 6: Organize Visual Elements
In the Visual section, find “Media Spot”, “Project Spot”, and “Map/PlanSheet Spot” for placing on your report. Enable “Autosave” on the top of the page to ensure your work is saved automatically as you design.
Drag and drop the Media Spot onto your page, arranging it as needed.
You can also choose a template report sheet from “Templates”, whether it is “Portrait” or “Landscape” as you desire.
Step 7: Design Media Spot
Customize the appearance by removing any unnecessary borders to clean up the design. This can be done from the top of the page.
You can also duplicate this field below if it is needed.
Step 8: Duplicate and Design Map/PlanSheet Spot
After setting up the “Media Spot”, if your project has a map or plan sheet, drop the “Map/PlanSheet Spot” beneath to start designing it similarly, and if your project does not have a map or plan sheet leave it and follow the next step.
Associating Media with Maps:
After selecting your media, associate it with a specific map location. You can link different media to different maps as needed.
Step 9: Design Project Spot
After setting up the “Map Spot” and “Map/PlanSheet Spot”, drop the “Project Spot” beneath to start designing it similarly.
Step 10: Save and Utilize Your Custom Template and finalize your personalized report sheet
Go to “Setting”:
Designing with Map Spot: Decide on whether your map spots will be directional or non-directional, tailoring the view to your project’s requirements.
Color Coding Markers: Customize your map with color-coded markers based on various attributes such as Tag, User, Date, Direction, or Weather, enhancing clarity and insight.
Directional Example: For example, choose the directional option and color code by “Taken By”. This will assign unique colors to images based on who captured them, offering a clear user-based distinction.
You will see the results and another example in the step number 12.
Once your design is complete, rename the template for easy identification and click “Save”. Your custom template is now created and can be edited anytime.
Step 11: Utilize Your Custom Template
Back on filio.io, select media from your project to create a report.
You’ll find your newly created template listed under “Personalized Template” in the “Report Design” section. Select it to apply your custom design to your current project reports.
Step 12: Generate and View Reports
After completing the design steps, you can generate and view the report directly on your professional design sheets, showcasing a clean, organized, and visually appealing presentation of your project data.
Visual Association: Observe how each user’s contributions are distinctly color-marked, providing an at-a-glance understanding of media distribution.
Non-Directional Setting: Opting for a non-directional map spot removes directional cues but retains the color coding, allowing for flexibility in how information is presented.
Multiple Media and Map Spots: Integrate several media spots with a map spot to display all relevant markers, tailoring the map to your project’s specific needs.
2. Select the images/videos by checking the box near each media, Click on “Create Report” on the top.
3.1. Choose a template from “Personalize template”, “Portrait”, or “Landscape” for your report design.
3.2. Click on “Next”.
4.1. Add the first and last page or create a new template to add to the report sheet.
4.2. Click on “Next”.
5.1. In this step, you have the option to choose Map or Plan Sheets and change the order of pages on your report.
5.2. Click on “Create” to generate your report.
6. Your report sheets are ready. You can edit and finally send them for approval or simply click on “Save changes”.
Log into your web account and click on the project.
Select the images/videos by checking the box near each media, Click on “Create Report” on the top.
Click on “Report Design”.
On the Project logos part you are able to upload your company’s logo.
It will be shown on your report pages
To crop and add annotations to your report in Filio, you can follow these steps:
Open the report you want to edit.
Double Click on the image you want to crop or annotate.
Once you’re done with editing double click again to deactivate
To crop the image, click on the “Crop” button and drag the edges of the cropping rectangle to adjust the size and position of the cropped image. Click “Apply” to save the changes.
To add annotations, click on the “Annotation” button and select the type of annotation you want to add, such as text, arrow, or highlight. Click and drag on the image to place the annotation, and adjust the size and appearance as desired. Click “Apply” to save the changes.
Repeat steps 3 and 4 for any other images you want to edit.
Once you have finished editing, you can download or print the report with the edited images and annotations.
Note that any changes made to the report will not affect the original files stored in the cloud.
To dynamically edit report information in Filio, you can follow these steps:
1:
2:
Note that any written information on your report is editable as long as you have access and permission to edit it.
Log into your web account and click on the project.
Select the images/videos by checking the box near each media, Click on “Create Report” on the top.
Click on ” Page Order “
Drag the images to change the page order on your report.
You can also change the order of the pictures in creating report page.
Report History in Filio refers to the feature that allows users to view and track the history of changes made to a report. It provides a chronological record of modifications, edits, and updates made to a specific report over time. With Report History, users can access previous versions of a report, review changes made by collaborators, and restore earlier versions if needed. This feature helps in maintaining an audit trail, tracking progress, and ensuring transparency and accountability in report creation and collaboration processes.
The Report History feature in Filio offers several benefits and usefulness for users, including:
Version Control: Users can track and manage different versions of a report. It provides a history of changes made, allowing users to review and compare different iterations of the report.
Audit Trail: Report History serves as an audit trail by recording every modification made to the report. It helps in maintaining accountability and transparency by keeping a record of who made specific changes and when.
Collaboration and Review: The feature facilitates collaboration among team members working on the report. Users can view the changes made by others, leave comments, and provide feedback to improve the report.
Error Correction: In case of errors or unintended changes, users can refer to the Report History to identify and rectify mistakes. It allows users to revert to previous versions and restore the report to a desired state.
Progress Tracking: The feature enables users to monitor the progress of the report over time. They can see how the report has evolved, what changes have been made, and the overall development of the document.
Overall, the Report History feature enhances the report creation and collaboration process by providing a comprehensive record of changes, promoting accountability, facilitating teamwork, and ensuring the accuracy and integrity of the final report.
In the Report History log, you can search for specific reports by name or date using the search bar or date filters.
You can also filter the history by the creator or approvers of the report.
For example, if you want to see all the reports created by a specific user, you can select their name from a dropdown or input their name in a search field. This will filter the Report History to only show the reports created by that particular user.
Similarly, if you want to see the reports that were approved by specific individuals, you can choose their names from a list or search for their names. This will filter the history log to display only the reports that have been approved by the selected approvers.
By using these filtering options, you can quickly find and review reports based on specific criteria and gain better visibility into the history of report creation and approval within your Filio account.
Note: The availability of editing, deleting, and sharing options may depend on the user’s permissions and the specific settings configured for the project or report.
No, reports in the Report History cannot be directly edited or modified. The Report History serves as a record of past reports that have been created and approved. It provides a historical log of the reports for reference and review purposes.
If you need to make changes to a report, you would need to access the original report and make the desired modifications. The Report History allows you to track the progress and revisions of reports over time, but it does not provide editing capabilities for the reports themselves.
To edit a report, you would typically access the original report from the Filio web account or the Filio Data Collector app and make the necessary changes there. Once the modifications are made, a new version of the report can be created or updated as needed.
To manage and organize reports in the Report History, you can follow these steps:
Access the Report History: Log into your Filio web account and navigate to the Report History section.
Search and Filter: Use the available search and filter options to locate specific reports based on criteria such as name, date, creator, or other relevant parameters. This helps you narrow down the list of reports and find the ones you need.
Sorting: You can sort the reports based on different parameters like name, date, or creator to arrange them in a specific order that suits your preference. This makes it easier to locate and organize the reports.
Edit Reports: If you need to make any changes to a specific report, click on the edit icon or the designated option to open the report for editing. You can modify the report contents, add or remove sections, update information, or make any necessary adjustments.
Delete Reports: If you want to remove a report from the Report History, select the corresponding option to delete the report. Confirm the action if prompted for confirmation. Note that deleting a report will permanently remove it from the Report History.
Share Reports: You can share reports with others by using the sharing options provided. This may involve generating a shareable link or specifying email recipients to whom the report will be shared. Ensure that you have the necessary permissions to share reports and consider any restrictions or limitations in place.
By applying these practices, you can efficiently manage and organize reports in the Report History section of your Filio web account, ensuring easy access and effective collaboration with team members or stakeholders.
To edit the name of a report in Filio, you can follow these steps:
Access the Report History: Log into your Filio web account and navigate to the Report History section.
Locate the Report: Find the report whose name you want to edit. You can use the search or filter options available to narrow down the list of reports if needed.
Edit the Report: Once you have located the report, click on the edit icon to open the report for editing.
Change the Name: Within the report editing interface, locate the field or section where the report name is displayed. It is located at the top of the report.
Edit the Name: Click on the existing report name or the associated edit button/icon to enable editing. You can now modify the name of the report according to your preference.
Save the Changes: After you have edited the report name, make sure to save the changes. Click on the check sign to save the modified report name.
Confirm the Changes: Once you have saved the changes, the report will be updated with the new name. Take a moment to review the report and ensure that the name has been successfully edited to reflect the desired changes.
By following these steps, you can easily edit the name of a report in Filio, allowing you to customize and organize your reports based on your specific needs.
o add comments to a report in Filio, you can follow these steps:
Access the Report: Log into your Filio web account and navigate to the Report History section. Locate the report to which you want to add comments.
Open the Report: Click on the report’s name or select the edit option to open the report for viewing and editing.
Find the Comment Tab: Look for a yellow tab or marker on the report page. It is located on the side of the report.
Click on the Comment Tab: Click anywhere on the yellow tab or marker to activate the comment section.
Add a Comment: Once the comment section is activated, a text box or input field will appear. Type your comment in the provided space.
Save the Comment: After entering your comment, click on the save or submit button to save it. The comment will be added to the report and visible to other users who have access to the report.
You can repeat this process to add multiple comments to the report as needed. The yellow tab or marker serves as a visual indicator for accessing the comment section, allowing you to easily provide feedback, notes, or discussions related to specific sections or elements within the report.
In Filio, you can mention specific individuals in your comments by using the “@” symbol followed by their name. This allows you to tag or notify them directly in the comment. For example, if you want to mention a person named John, you can type “@John” in your comment.
Additionally, there is a checkbox called “Assign to “X” for approval” that you can tick when adding a comment. This option is used to assign the comment and associated task to the person mentioned for their approval or action.
By ticking the “Assign” checkbox and mentioning a specific person, you indicate that the comment requires their attention and approval. Once assigned, the mentioned person will receive a notification or alert about the comment, prompting them to review and respond accordingly.
This feature helps facilitate collaboration and workflow management within the Filio platform, ensuring that relevant individuals are notified and responsible for taking appropriate actions based on the comments and assigned tasks.
The “Reflect changes” feature in the report creation process allows you to update and synchronize the information in the report with the current media metadata or project information.
When you make changes to the media metadata or project information on the Filio platform, such as modifying titles, descriptions, locations, or other details, the report may not automatically reflect these updates. By using the “Reflect changes” feature, you can ensure that the report is up-to-date and aligned with the latest information.
When you click on the “Reflect changes” button, the report will be refreshed and any modifications made to the media metadata or project information will be applied. This ensures that the report accurately represents the most recent data available in your Filio project.
The “Reflect changes” feature is particularly useful when you want to keep your reports consistent and synchronized with the evolving project data, ensuring that the information presented in the report is accurate and relevant.
When you click on the “Reflect” sign in the report creation process, you will see two options:
“The current media metadata on the project page will be updated here”: Choosing this option will update the report with any changes made to the media metadata in your Filio project. This includes modifications to titles, descriptions, tags, annotations, or any other metadata associated with the media files. By selecting this option, the report will reflect the most recent media metadata available in your project.
“The current project information on the project page will be updated here”: Selecting this option will update the report with any changes made to the project information in your Filio project. This includes modifications to the project name, code, location, manager, and other project-related details. By choosing this option, the report will reflect the most up-to-date project information available in your project.
You can choose either option based on the specific updates you want to reflect in the report. This allows you to ensure that the report accurately reflects the current state of the media and project information, providing you with an updated and comprehensive view of your Filio project.
Note that the steps may vary slightly depending on the web browser you are using.
To customize the appearance of a report in Filio, you can follow these steps:
By utilizing these customization features, you can create visually appealing and tailored reports that effectively present your data and information.
To share a report with others in Filio, you have the following options:
“Anyone with access to this project”:
“Anyone shared by email”:
Choose the appropriate sharing option based on your needs and the level of access you want to grant to others.
To download reports from the Report History in Filio, you can follow these steps:
Additionally, if you want to change the order of the existing photos in the report, you can simply drag and drop them within the media panel to rearrange their sequence.
Access the Desired Report: Start by logging into Filio web account and locating the specific report you want to work on. Click on the report to open it.
Step 1:
Access the Comments Panel: On the right-hand side of the report interface, you’ll find the ‘Comments’ button in the sidebar. Click on it to access the comments panel. As soon as you click on comment you will activate the commenting cursor. Now you can place comments anywhere within the report.
Step 2:
Add a Comment: Click on the area within the report where you want to add a comment. A comment box will appear, allowing you to enter your comment.
Mention Teammates: To involve your teammates in the discussion or collaborate on the report, simply use the ‘@’ symbol followed by their name or username within the comment box. This will notify them and link them to the comment.
Step 3:
Modify Comments: To edit an existing comment, click on the comment you wish to modify. You will notice three dots (ellipses) next to the comment. Click on these dots to access a menu that allows you to edit, delete, or obtain a shareable link to the comment. Make your desired changes and save them as needed.
Manage Comments: You can view and manage all comments related to the report within the comments panel. This includes sorting, searching, and deleting comments as needed to streamline collaboration.
Step 1: Select photos or videos taken from your project and click on “Make a Report”.
Step 2: Choose any type of template to design your report sheets.
Step 3. Integrate the first and last pages seamlessly. You can also add and design new templates for your future reports. Step 4: You can choose “Map, or Map/Plan sheet” depending on taken on Google Maps or taken on plan sheets in your report. Step 5: You will have the first and the last page in which you can write whatever you need. Step 6. Click on “Pages”, add new pages, or even replace them wherever you need. Step 7: Add your logo, date, and media to the report. Step 8: Add your team members to communicate. Step 9: Click on “Save changes” and you are done.
Collect visuals simply, quickly and efficiently
The Filio Data Collector app requires certain permissions to function properly. These permissions include access to the camera, microphone, storage, and location.
Camera permission is necessary to take photos and videos using the app, while the microphone permission is needed for recording audio captions. The storage permission is used to import photos and videos from your phone gallery to Filio, and location permission is required for geo-tagging.
These permissions are required for the app to work as intended. Without these permissions, some features of the app may not work or may not work properly. It is recommended to grant all the necessary permissions to the Filio Data Collector app when prompted.
Filio Sample Project is included in the app to help users understand how projects and data are organized within the app. It is a pre-made project with sample data that users can explore and experiment with to get familiar with the various features and functionalities of the app. Users can modify or delete the sample project as needed to create their own projects and data collections.
To take your first picture using the Filio data collector app, follow these steps:
Congratulations! You have taken your first photo using the Filio data collector app.
The “Multi photo” feature in the Filio data collector app allows you to take multiple photos in a row. This is especially useful when you need to quickly capture a series of images without interruption, such as when documenting a room or area from multiple angles.
Tap on the camera icon and take a photo.
To draw on a photo, you can select a single photo as you can see the sign at the bottom right corner of each photo.
Once you have made any necessary edits, tap on the checkmark icon to save your photos.
To take photos using a timer in Filio App:
Open Filio App, on the bottom right, tap on Camera
Tap on the “Timer” option on the top right side of the screen.
Choose the duration of the timer by tapping the “+/-” button. You can set the timer for 3, 5, or 10 seconds.
The “Measure” feature in the Filio app allows users to measure distance, area, and volume of objects in a photo. This feature uses augmented reality technology, which allows users to measure objects in real-time and overlay the measurement information directly onto the photo. It can be helpful in various industries, such as construction, real estate, and architecture, for tasks such as estimating dimensions, calculating square footage, and determining material quantities.
Select the “Measure” option from the menu at the bottom of the screen.
Slowly move your device until the dot is over the ending point of your measurement, then tap the Add button again.
Ps : 1. Repeat these steps to take as many measurements as you’d like
You can also take a photo that shows the object and its measurement. Just tap the Shutter button. You can make edits using Markup and save it to your project.
When your phone is overloaded with media, it can lead to overheating and performance problems. Here’s how to sync your media and prevent storage-related issues.
Step 1: Launch the Filio App
Start by opening the Filio app on your smartphone.
Step 2: Access Settings
Navigate to the settings menu within the app.
Step 3: Find Data and Storage Options
In settings, look for the “Data and Storage” option and select it.
Step 4: Set Media Removal Preferences
Tap on “Remove Synced Media After” to choose when you want the app to automatically delete media from your phone.
Step 5: Select Your Preferred Timeframe
You’ll see options ranging from 1 day to 6 months. We recommend setting this to 2 weeks for optimal balance between storage and accessibility.
Step 6: Confirm Your Choice
After selecting your preferred timeframe, the app will ask for confirmation. Click “Yes” to proceed.
Step 7: Accessing Removed Media
Remember, deleted media from your device isn’t gone forever.
You can access it any time by tapping on “Cloud Media”.
Step 8: Utilizing the ‘View Map’ Feature
For a geographical overview of your project media, tap on “View Map”. Here, you can see images and videos marked by location.
Use the search function to filter media by “Data Collector” or “Tags”, helping you pinpoint exactly who took what and where.
Search by “Data Collector” to find specific media and see exactly where and by whom it was captured.
Utilize search functions to view images by “Tags”, identifying what is captured and where directly on the map.
Now, you can prevent storage and overheating issues while still having access to all your important media on the cloud.
Adding Documents to Your Project
Let’s walk through the steps to ensure all your project documents are centralized and easily accessible.
Step 1: Open the App
Start by launching the Filio app on your device and navigate to the specific project where you must add a document.
Step 2: Add Media
Tap on the ‘Add Media’ button within the project.
Step 3: Add Documents
In the bottom right corner, click on ‘Add Documents’.
Step 4: Select and Upload Documents
Step 5: Organize Your Documents
After uploading, you can add descriptions, tags, and fields to your documents. This helps in organizing and finding them easily later.
Step 6: Access Your Documents
Now, your documents are saved within the project. Simply open your gallery within the project to view and access them anytime.
Start adding your important documents today to keep all your project information organized in one central location!
If you have any questions, feel free to [email protected].
To use the 360 photo feature in Filio Data Collector app, follow these steps:
Here’s how to manage your storage efficiently while keeping your files accessible on the cloud.
1. Launch the Filio App
Open the Filio app on your smartphone and navigate to “Settings”.
2. Access Data and Storage
In settings, select the “Data and Storage” option.
3. Enable Media Removal and Cloud Access
Tap on “Remove Synced Media After” to set when media will be automatically deleted from your phone while being stored in the cloud.
4. Enable Media Removal and Cloud Access
Tap on “Remove Synced Media After” to set when media will be automatically deleted from your phone while being stored in the cloud.
5. Choose a time frame
Select a timeframe, ranging from 1 day to 6 months. For optimal balance, set it to 2 weeks and save.
6. Viewing Cloud Media in the Gallery
If media has been removed from your phone, simply tap on Cloud Media to view all the files stored in the cloud.
Inside the Project: Resolving “This project does not have media” Message
If you see the message “This project does not have media” while inside your project, simply tap on the Cloud Media button. This will grant you access to all media stored on the cloud, making it easy to view and manage your files.
With these easy steps, you can ensure your phone stays clutter-free while keeping all your media safely stored and easily accessible.
Open Filio App, on the bottom right, tap on Camera.
Take a picture, tap on Draw at the bottom.
In the Markup toolbar, tap Freehand, Rectangle, Circle, then draw with your finger.
To add tags, tap on #Tags at the bottom right.
You can select the automated tags or add new ones by tapping on +New Tag
Once you are done with editing, tap on Done to save the changes.
When you remove media from your phone to free up storage, you can still access all your files on the cloud. Here’s how to find them when you encounter the message “This project does not have media” in your project.
1. Viewing Cloud Media in the Gallery
If media has been removed from your phone, head to your project gallery and tap on Cloud Media to view all the files stored in the cloud.
2. Inside the Project: Resolving “This project does not have media” Message
If you see the message “This project does not have media” while inside your project, simply tap on the Cloud Media button. This will grant you access to all media stored on the cloud, making it easy to view and manage your files.
By following these steps, you’ll always have access to your media files, even when they’ve been removed from your device.
Open Filio App, on the top right, tap on Layout, choose a Sheet on your desire.
Move the pin to the place you are going to take picture of, then tap on “Take Media”
Take your picture, and once the picture is taken an arrow will appear on the plan sheet.
To see the picture’s information, tap on the arrow.
Open Filio App, on the bottom right, tap on Gallery.
Tap on the photo to modify its metadata.
When Auto Select Project is on, the closest project to your current location will be selected automatically.
To activate Auto Select Project, Open Filio app, on the top left turn ” Auto Select Project ” on.
On the top of the main page you are able to see all the projects, drag to left to see rest of the projects, tap on a project on your desire.
On the bottom left, tap on Project.
Tap on a project on your desire.
Open Filio App, on the bottom left, tap on “ Project ”
Tap on “ Open Web “ of any project you wish to access to Web Console
You have access to web console
What you’re capable to do : Delete pictures, edit pictures, add tags, filter Data Collectors, Measure pictures, View map/layouts, View Timeline
Open the project in Web ( to see how to access a web project click on this link )
You are able to see weather information and direction for a project through web console
Open Filio App, on the bottom bar, tap on Settings
Tap on Data and Storage.
Tap on Remove Synced Media After, to set the period of keeping the media in your device.
Select a period on your desire.
Your synced media will be deleted from your device ( not cloud ) after this selected period.
Open Filio App, on the bottom right, tap on Settings
Tap on Data and Storage.
Tap on Media Sync Options to choose.
Choose Automatic Sync Using option then tap on Save
Step 1:
Open a project.
Step2:
Zoom in.
Step 3:
Hold, drag and drop the arrow.
For creating a project using Data Collector App, the Project manager should give access to the Data Collector from Filio Web Console.
To check how to give different accesses to Data Collectors, click here
Open Filio App, on the bottom left, tap on “ Project ”
On the bottom right, tap on +New Project
Select your web account, write the Project Name and then save your new project.
Open Filio App, on the bottom , tap on Gallery.
On the bottom right, tap on Add media sign.
Choose one of the options to add media to the project from your device
Open Filio App, on the bottom right, tap on Settings
Tap on Account
You are able to edit your info ( including Name, Phone ) in the Account section by tapping on “Edit”
Open Filio App, on the bottom right, tap on Settings
Tap on Data and Storage.
To manage and clean storage tap on Storage Usage
Note: Deleted photos are available through the website but are not available through the mobile app
Filio Security info and Data Retention
All the pictures and videos communicate with Filio’s backend through an encrypted process supported by the Google Cloud Platform. In addition, all the media are secured by unguessable links. So if you wanted to scan all the possible combinations, you’d have to work through 1070 different combinations to get the right one, a problem on an astronomical scale.
Two-factor authentication is a secure way to add two layers of security once you want to log into your account. Instead of just using a traditional User and Password, your login requires additional authentication through a secure third-party app such as Google Auth, which is used in FIlio.
As of now, Filio has not enforced any Data Retention Policy. This means that if a user does not remove the data in the Filio Platform, the data will be available indefinitely.
In the case that a user would like to leave the Filio platform, a user can download all the media in every project and remove them.
The Filio users own the data and not the Filio team. Filio is a platform for our users to collect, manage and document their company visual data in the most efficient and secure way.
This is at user discretion if a user decides to remove a media and the media will be removed for good because it is owned by the user. That is why it is important for Filio users to ensure the different types of access they provide to different users for each project.
Filio users own the data and not the Filio team. Therefore Filio does NOT back up the photos and videos. All photos and videos are safe, and they will be accessible unless the media is removed by the user. Filio does NOT remove or modify any data.
Filio uses Google Cloud Platform, which is commonly known as GCP. Filio utilizes a scalable backend structure to scale up CPU and memory based on the users’ accounts automatically. As the Filio platform is a GCP child, all the securities that come with GCP will be a part of the Filio platform as well.
Some of the certifications and reports are ISO27001 Certification/ISMS, SSAE16/ISAE3402 – SOC, SSAE16/ISAE3402 – SOC, SSAE16/ISAE3402 – SOC. Filio platform can provide SIG questionnaires if a company requires that.
In addition, the Filio team performs Vulnerability scans and penetration tests often to ensure the backend’s highest level of security and privacy.
None of the Filio employees has access to any information of users. All passwords created by users will be hashed and salted in the Filio backend, which means that even the Filio team would not have access to users’ password information.
Your Filio account can be locked because of suspicious activities such as logging in from an unknown region or if there have been multiple attempts to log in with a wrong password.
You need to contact the Filio team at [email protected] to unlock your account.
– NORMAL ( roadmap, default 2D map )
-SATELLITE ( photographic map )
-TERRAIN ( maps with mountains, rivers, etc.