{"id":11397,"date":"2026-09-10T09:40:24","date_gmt":"2026-09-10T09:40:24","guid":{"rendered":"https:\/\/trainingportal.cobuilder.com\/?p=11397"},"modified":"2026-10-23T14:33:51","modified_gmt":"2026-10-23T14:33:51","slug":"how-to-upload-and-export-documentation","status":"publish","type":"post","link":"https:\/\/trainingportal.cobuilder.com\/en\/how-to-upload-and-export-documentation\/","title":{"rendered":"How to upload and export documentation"},"content":{"rendered":"

Upload documents<\/h2><\/div><\/div><\/div><\/div><\/div>

1<\/p>\n<\/div><\/div><\/div>

Open the project you want.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div>

2<\/p>\n<\/div><\/div><\/div>

Select Documents<\/strong> from the menu on the left.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div>

3<\/p>\n<\/div><\/div><\/div>

Click Add documents<\/strong> to upload a document.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div>

4<\/p>\n<\/div><\/div><\/div>

Drag and drop the files into the upload window, or click Add documents<\/strong> to browse for files on your computer. You can upload up to 10 files at a time. Valid file formats are .pdf<\/strong>, .png<\/strong>, and .jpeg<\/strong>, with a maximum file size of 50 MB<\/strong> per file.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div>

5<\/p>\n<\/div><\/div><\/div>

Select the document type from the dropdown menu \u2014 use the search field to find the right type \u2014 and change the document name if needed. Then click Upload<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div>

6<\/p>\n<\/div><\/div><\/div>

In the document list, you can edit, download, delete, or view documents using the \u22ee<\/strong> menu on each document.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div><\/div><\/div>

Export FM documentation<\/h2><\/div><\/div><\/div><\/div><\/div>

7<\/p>\n<\/div><\/div><\/div>

Click Export all<\/strong> to generate an export of the FM documentation.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div>

8<\/p>\n<\/div><\/div><\/div>

Choose what the export file should include: a document list only (.xlsx), or a structured ZIP file sorted by document type or by supplier. Click Export<\/strong>.<\/p>\n<\/div>

<\/a><\/span><\/div><\/div><\/div><\/div><\/div>

\u2713 The file downloads directly to your computer, ready to share.<\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div>

Related articles<\/span><\/p>\n<\/div>

How to manage FM documentation in Collaborate \u2192<\/a><\/p>\n<\/div>

How to filter document type and export data \u2192<\/a><\/p>\n<\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":10,"featured_media":2439,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[145,26],"tags":[],"class_list":["post-11397","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-documentation-and-requirements","category-general-help-articles"],"yoast_head":"\nHow to upload and export documentation - Cobuilder Support<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/trainingportal.cobuilder.com\/en\/how-to-upload-and-export-documentation\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to upload and export documentation - 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