• Editing PDFs with Adobe Acrobat

  Edit with Adobe Acrobat Message for Borrowed/Checked-Out PDF Documents Troubleshooting The following article explains how to set up the connection between buildagil and Adobe Acrobat: Editing PDF Documents with Local Programs. With the new version of Adobe Acrobat, documents can no longer be opened directly. AsFew readers

• Creating and Editing OneNote Notebooks

  Creating Notebooks Editing Notebooks Deleting an existing notebook on buildagil Creating Notebooks New OneNote notebooks can be created directly within the buildagil document structure. Once you enter a name, the notebook is created. Create a OneNote notebook,Few readers

• Images & media library

  Media Library at a Glance Uploading Images Editing Image Information Media Library at a Glance The media library serves as a central location where all images from various divisions of a project are collected and displayed in a consistent manner. Unlike the document repository, the media library contains only images. This provides a centralized overview of all images without having to search througFew readers

• Archiving or Deactivating Folders

  Folders can be marked as archived or inactive by a Project Admin. The "Inactive" status is used when the folder is not currently needed. The "Archived" status is used for older data that needs to be backed up but is no longer actively used. Documents in the folder can still be edited by teams with write permissions. To do this, click in the "status" column of the desired folder. ![](https://storage.crisp.chat/users/helpdesk/Few readers

• Plotting Documents & Plans

  Plotting PDF Documents and Plans Tracking of Plotted Documents The plot service can be configured in the Project settings under "Documents." This role is only displayed if a plot service has been previously configured in the settings. Plot Service, Project Settings, Provider Selection, Location Selection, Billing Address, Contract Number, Order Note, Enable Plot Service, DisFew readers

• Use of File Naming Conventions

  Use of File Naming Conventions Renaming an invalid file name Using File Naming Conventions File naming conventions allow you to name files in the project in a consistent and traceable manner. The structured naming scheme supports automatic review of file names. Deviations are detected and flagged by the system. This reduces the need for manual corrections and creates a reliable foundation for further processing. FiFew readers

• Uploading Folders & Documents

  Drag & Drop Upload via the tab Uploading a New Version of a Document Sync with OneDrive Troubleshooting If these rules have been enabled for a folder in the project File Naming Conventions, the file name must comply with the defined rules when uploading a document. Otherwise, the file cannoFew readers

• Editing PDF Documents with Local Programs

  Connecting a PDF app to buildagil Changing or Disabling the Local PDF Program Opening PDF Documents with the Local PDF App Editing with a local PDF program Troubleshooting System Requirements: System Requirements for Local PDF ProgramsFew readers

• Document Version History

  Viewing the version history Contents Version History Version History When Overwriting Files Viewing the Version History The version history allows you to track all changes made to a document and the Restore Older Versions. This ensures that the history remains transparent at all times. A new version is automatically created every tiFew readers

• Visibility & Permissions for Folders & Documents

  Basics of Visibility Adjusting Visibility Visibility & Permissions in Detail Troubleshooting When Adjusting Visibility For general information on visibility and permissions, see the following article: Visibility & Permissions Basics of Visibility The visibility of folders and documents is always conFew readers

• Creating Plan Sections

  Benefits of Plan Sections Creating Plan Sections Working with plan sections Benefits of Plan Sections Plan sections allow you to highlight relevant areas in PDF plans and link directly to Tasks & Topics and Journal entries. For example, when recording a defect or a task, you can create a sectionFew readers

• Installing the buildagil Opener

  Installation Troubleshooting The buildagil Opener is a utility for Microsoft Windows that is used to connect buildagil to local PDF programs, to open documents and folders via OneDrive, and to create shortcuts. In the following articles, you can learn more about the roles of the buildagil Opener: Opening Folders & Documents in a Local Program [Editing PDF Documents with Local PFew readers

• PDF Editing with Bluebeam

  Editing with Bluebeam Message for Borrowed/Checked-Out PDF Documents Troubleshooting Issues When Opening PDF Documents The following article explains how to connect buildagil and Bluebeam: Connect Local PDF Programs. Editing with Bluebeam Clicking the Edit in PDF app buttonFew readers

• Linking Folders & Documents

  Copying Links from Documents Linking Documents and Folders in Element Descriptions and Comments Please note: Links always refer to the original document. Changes made to the linked document will also overwrite the original. Copying Links from Documents A document can be referenced in other elements using a copied link, without having to upload the file again. The link always points toFew readers

• Reviewing and Approving Documents

  Creating Test Questions Editing Test Tasks Completing Test Tasks Canceling the Review Recommended Procedure for Multi-Stage Review Cycles with Feedback and Revisions Troubleshooting When Completing Assessment Tasks Review tasks areFew readers

• Links in the folder structure

  Creating Shortcuts Creating Shortcuts from an Existing Document or Folder Opening Shortcuts Creating Shortcuts Shortcuts can be used to create links to websites and to local and server-side folders and documents within the buildagil folder structure. A shortcut can be created by clicking "Create." Then, enter the name and path. ![](https://storage.crisp.chat/users/helpdesk/wFew readers

• Comparing PDF Documents

  Open two versions of PDF documents Compare with PDF-XChange Compare with Adobe Acrobat Compare with Bluebeam Depending on the PDF program, either all changes or only specific changes (e.g., to text, images, and annotations) can be detected and displayed. Opening Two Versions of PDF Documents To perform the comparison, you must set up the connFew readers

• PDF Editing with Power PDF

  Edit with Power PDF Kofax Power PDF Advanced Installation The following article describes how to connect buildagil and Power PDF: Connect Local PDF Programs Editing with Power PDF Clicking the Edit in PDF app button opens the selected document in Power PDF. ![](https://storage.crisp.chat/users/helpdesk/website/-/b/5/8/c/b58c8008eb296000/Few readers

• Restoring Documents

  Restoring a Previous Version Using buildagil Restoring a Previous Version Using OneDrive Recovering Deleted Documents Restoring a Previous Version Using buildagil As soon as a change is made to a document, the document's version changes. This allows you to view and restore previous versions. Right-click on the document to select "DetaFew readers

• Version Verification Using a QR Code for PDF Documents

  Downloading & Printing PDF Documents Using a QR Code Sending PDFs with QR Codes to External Contacts Plotting a PDF with a QR Code Scanning the QR code with a mobile device By embedding QR codes in PDF documents, you can verify that plans and documents are up to date at any time. When you scan tFew readers

• Sending Documents to External Contacts

  Sending Documents Tracking Sent Documents Troubleshooting Sending Documents The "Send Externally" role allows you to make files available to people who do not have access to buildagil for a specific period of time. Sending Individual Files Sending Multiple Files Sending Entire Folder Structures [AdvanceFew readers

• Extended Folder Name

  Extended Folder Name With "Extended Folder Name," long folder names can be split into "Name" and "Extended Name." The "Extended Name" is displayed after the "Name" and is not included in the folder/file path. Using the "Extended Name" feature allows you to shorten long paths. This option can be enabled in the Project settings settings for documents. When a new folder is created or an existing folder is renamed afterward, a field for the “Extended NamFew readers

• Creating & Editing Documents

  Creating Documents Editing Documents Troubleshooting Creating Documents In most cases, documents are stored on buildagil Uploaded. In addition, Word and Excel files, as well as OneNote notebooks, can be created directly within the folder structure using the "Create" option. These actions require write access to the parent folder. At the top level, this permissionFew readers

• Importing Folders & Documents

  Importing Folders & Documents via Upload Importing Folders & Documents via OneDrive Importing Folders & Documents Using GoodSync Importing Folders & Documents via Upload Documents and folders can be uploaded directly to the buildagil document repository using the upload role. This is the default and easiest way to upload documents to buildagil.Few readers

• Synchronization with OneDrive

  Setting Up OneDrive Sync for Windows Setting Up OneDrive Sync for macOS Synchronize Selected Folders Disabling OneDrive Sync Renaming OneDrive Project Folders Troubleshooting It is recommended to connect projects to OneDrive only if the authoring system—particularly CAD sFew readers

• Creating & Editing Folders

  Creating Folders Editing Folders Troubleshooting Creating Folders Folders are used to organize documents and subfolders in a clear and structured way. This allows content to be grouped by topic and found more easily, making day-to-day project work more efficient. A folder is created directly within the structure by clicking the "Create" button. To do this, you need write access to the current folder. At the top level,Few readers

• Creating QR Codes for Documents

  For information on how to add QR codes to plans and documents for version control, see the following article: Version Verification Using a QR Code for PDF Documents. When you scan a QR code, the corresponding document or folder opens automatically in buildagil. These QR codes can, for example, be distributed on construction sites so that scanning the code directly opens the relevant document. To create a QR code forFew readers

• Opening Folders & Documents in a Local Program

  Facility Opening Documents in Local Programs Opening Folders in OneDrive Troubleshooting Setup Accessing folders and documents via the Buildagil Opener enables seamless integration between local programs and buildagil. The goal is to open documents directly in the appropriate program without having to switch back and fFew readers

• Editing Images

  Edit Images Machining Tools When you edit an image, the elements are permanently embedded in the file, which is why they can no longer be changed after saving. If a change is necessary, an earlier version can be restored via the Version history. Edit Images The following section describes how to edit images directly in buildagil. In the open image, click Edit Online or the "pencil iconFew readers

• Opening Office Documents Using the Mobile App

  Enabling Access to Office Apps Opening Office Files Using the buildagil Mobile App Enabling Access to Office Apps To open Office files such as Word, Excel, or PowerPoint directly from the buildagil mobile app, you must first establish a one-time connection between the Office app and buildagil. To do this, you must use the same email address that you use for your Microsoft login on buildagil.Few readers

• Editing Office Documents Locally

  Opening Office Documents with a Local Program Troubleshooting System Requirements: System Requirements for Office Programs Opening Office Documents with a Local Program Opening Office documents in the locally installed program allows you to edit them as you normally would, using the full range of features in Word, Excel, or PowerPoint, while changes are automatiFew readers

• File Sharing with GoodSync

  Setting Up Document Sharing with GoodSync Troubleshooting Setting Up Document Sharing with GoodSync GoodSync is a data synchronization program that can access the buildagil document repository. With GoodSync, you can efficiently and systematically import large amounts of data into buildagil and set up automated backups. For more information on how to use GoodSync in combination with buildFew readers

• Editing PDFs with PDF-XChange

  Working with PDF-XChange Recommended Settings Message for Checked-Out Documents Troubleshooting The following article describes how to connect buildagil and PDF-XChange: Connect Local PDF Programs Working with PDF-XChange Buildagil enables seamless editing of PDF documents. The selected documentFew readers

• PDF Editing with Foxit

  Edit with Foxit Message for Borrowed/Checked-Out PDF Documents Troubleshooting The following article describes how to set up the connection between buildagil and Foxit: Connect Local PDF Programs. Editing with Foxit Clicking the Edit in PDF app button opens the selected document in Foxit. ![](https://storage.cFew readers

• Signing PDF Documents

  Benefits of Signature Services Signing with DeepSign Signing with Skribble Signing with a PDF app Changing the Signature Service Benefits of Signature Services When signing PDF documents electronically, a distinction must be made between integrated signing services and signatures generated via a local PDF app. In buildagil,Few readers

• Exporting Documents & Folders as Excel Files

  Exporting Documents & Folders Troubleshooting Exporting Documents & Folders You can export a complete list of all documents and folders in a project and process it further in Excel. This allows you to create custom reports based on the current data. The document list is continuously synchronized, which prevents different or outdated versions from circulating. The export option is available for the documents in the project. All docFew readers

• OneDrive Storage Optimization

  OneDrive On-Demand Sharing OneDrive Storage Space for Folders or Files Enabling Windows Memory Optimization The following article describes how to sync buildagil projects with OneDrive: Synchronization with OneDrive. OneDrive On-Demand You should always use OneDrive On-Demand for OneDrive synchronizationFew readers

• 360° Images

  360° images are automatically recognized on buildagil if they are uploaded with an exact aspect ratio of 2:1. This allows them to be displayed directly in the preview. This aspect ratio serves as a technical indicator that the image is a 360° image. Images with a different aspect ratio will not be displayed in 360° mode. You can navigate the image using your mouse. RecomFew readers

• Downloading Folders & Documents

  Downloading Individual Documents / Folders Downloading Multiple Documents / Folders Troubleshooting As an alternative to downloading, documents can also be opened and edited directly in a local program without the need for manual downloading and subsequent uploading. For more information, see the following article: [Opening Folders & Documents in a Local Program](/en/articleFew readers

• Online Editing of PDF Documents

  Open Online Editing Display Options Machining Tools Notes and Comments Text Search Links to pages and notes in the PDF document Troubleshooting PDF documents can also be edited directly using local PDF programs. For more information, see the following article: [Editing PDF Documents with Local PrFew readers