Can I import PDF files into my project for future reference?

docu tools Service Team
docu tools Service Team
  • Updated

Certainly! To efficiently manage PDFs within your project without bloating its size, follow these steps:

  1. Avoid Importing PDFs as Plans:
  • Importing PDFs as plans can significantly increase the project size and may not be the most efficient approach.
  1. Instead, create a pin at the edge of the plan (somewhere where it won't get in the way but is easy to find again), give it a meaningful title (e.g. "Report collection") and add the PDF under "Media and files".

Why not have a direct import feature for PDFs?

docu tools is not a document management system. For 1-2 PDF documents, you can use the save function in the pin as described above.

However, if you are dealing with a larger number of documents, you should use a company-wide document management system such as Dropbox, OneDrive or Google Docs. These platforms have been developed specifically for this purpose and offer features and access options that go beyond what our platform is capable of.

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