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How to Add a Plan or Layout to a Project in Filio?

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How to Add a Plan or Layout to a Project in Filio?

Filio Web App, Project Creation & Setup

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How to Add a Plan or Layout to a Project in Filio?

Want to add a project plan or blueprint to your Filio project? This guide walks you through uploading a layout during or after project creation to enhance your project management.

Step-by-Step Guide to Adding a Plan or Layout

Start a New Project or Open an Existing One

Upload Layout During Project Creation

Add Layout to an Existing Project

Step 1: Start a New Project or Open an Existing One

Log into your Filio account and either click “New Project” to create a project or select an existing project from the dashboard.

Step 2: Upload Plan sheets During Project Creation

If creating a new project, fill in the project details. At the bottom of the form, upload your Plan sheets (e.g., floor plan or blueprint) and click “Save.”

Step 3: Add Plan sheets to an Existing Project

For existing projects, open the project, click the “Plan sheets” tab in the top-right corner, select “+ New Layout,” upload your file, and click “Save.”

Tips and Warnings

Upload high-quality layout files (e.g., PDF, PNG) and label them clearly to ensure clear visibility and easy organization in Filio’s interface.

Ensure your file format is compatible (e.g., PDF, PNG) to avoid upload errors.

Enhance your project with a layout!

There is so much more to show you

Filio™ is full of dozens of other features that can make managing your projects’ visuals a breeze, saving your company time and money. If you have any questions about Filio or are interested in getting started with us, feel free to reach out! Our dedicated team will get back to you within 24 hours.
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