Document Types
Organize your files by category for easy retrieval.
Standard Types
BuildVision comes with built-in document types:
Plans & Drawings
Technical drawings for construction:
- Floor plans
- Elevations
- Sections
- Details
- Site plans
- MEP drawings
Special features:
- Opens in Takeoff workspace
- AI detection available
- Scale calibration
Invoices
Bills from vendors:
- Supplier invoices
- Material receipts
- Subcontractor bills
- Equipment rentals
Special features:
- AI data extraction
- Payment tracking
- Budget integration
Quotes
Pricing documents:
- Supplier quotes
- Subcontractor bids
- Material pricing
Special features:
- Price extraction
- Compare versions
- Link to takeoffs
Contracts
Legal agreements:
- Prime contracts
- Subcontracts
- Change orders
- Purchase orders
Special features:
- Full-text search
- Version tracking
- Signature status
Specifications
Product and material info:
- Spec sheets
- Cut sheets
- Product data
Special features:
- Searchable text
- Link to takeoff items
- Submittal tracking
Photos
Visual documentation:
- Site photos
- Progress pictures
- Before/after shots
- Problem documentation
Special features:
- Date/time stamps
- Location metadata
- Gallery view
Reports
Various reports:
- Inspection reports
- Testing results
- Daily logs
- Meeting notes
Special features:
- Date organization
- Team attribution
- Export summaries
Other
Anything else:
- Miscellaneous files
- Unsorted uploads
- Temporary storage
Auto-Categorization
When you upload, AI automatically categorizes:
| Detection Trigger | Assigned Type |
|---|---|
| Drawing/scale indicators | Plans |
| Invoice/amount/due date | Invoices |
| Quote/estimate/valid until | Quotes |
| Contract/agreement/terms | Contracts |
| Spec/specifications/data sheet | Specifications |
| Image file + no text | Photos |
Changing Type
If auto-detection is wrong:
- Click the document
- Open Properties or click type badge
- Select correct type
- Save
The system learns from corrections.
Custom Types
Create your own categories:
- Go to Settings → Document Types
- Click Add Type
- Enter name and color
- Choose icon (optional)
- Save
Custom types are organization-wide. All team members see and can use them.
Type-Based Features
Different types unlock different features:
| Type | AI Extract | Takeoff | Payment Track |
|---|---|---|---|
| Plans | No | Yes | No |
| Invoices | Yes | No | Yes |
| Quotes | Yes | No | No |
| Photos | No | No | No |
Filtering by Type
Find documents quickly:
- Open Document Center
- Click Filter dropdown
- Select document types
- List shows only matching files
Combine with other filters:
- Type + Project
- Type + Date range
- Type + Search term
Type Workflows
Plans Workflow
Upload → Categorize → Takeoff → Export
Invoice Workflow
Upload → Extract → Review → Track Payment
Contract Workflow
Upload → Store → Search → Reference
Best Practices
Be Consistent
- Use types consistently across team
- Train team on your conventions
- Audit periodically for misfiles
Don't Over-Categorize
- Start with standard types
- Add custom only when needed
- Too many types = confusion
Review Auto-Categories
- Check AI assignments weekly
- Correct mistakes
- Improves accuracy over time
Bulk Type Assignment
Change multiple files at once:
- Select files (checkboxes)
- Click Bulk Actions
- Select Change Type
- Choose new type
- Apply
Archiving by Type
Archive entire categories:
- Old project plans
- Paid invoices
- Expired quotes
Archived files:
- Still searchable
- Don't show in default view
- Can be restored anytime
Next Steps
- Search & Filtering - Find documents fast
- AI Extraction - Extract invoice data
- Uploading - Add more files