Documents¶
Manage project documents and cloud storage integrations.
Overview¶
SiteWhiz helps you organize and access project documents:
- PDF Viewer - View documents inline without downloading
- Cloud Sync - Automatic sync from Dropbox and OneDrive
- AI Processing - Documents are indexed for AI-powered search
- Evidence Links - Attach documents to items as evidence
In This Section¶
| Guide | Description |
|---|---|
| Cloud Storage | Connect Dropbox and OneDrive |
| Uploading Documents | Manual document uploads |
| Viewing Documents | Using the PDF viewer |
| Document Processing | How AI processes your documents |
Supported Formats¶
| Format | Support | AI Indexing |
|---|---|---|
| Full | Yes | |
| Word (.docx) | Full | Yes |
| Excel (.xlsx) | Full | Yes |
| Images | View only | OCR extraction |
Quick Actions¶
Common Tasks
- Connect Storage: Go to Project Settings > Integrations
- Upload File: Drag and drop to the Documents page
- View Document: Click any document to open viewer
- Sync Now: Click the refresh icon to trigger sync