Skip to main content

Uploading and Organizing Files

Learn how to manage files in TenderB

E
Written by Eden Noelle
Updated yesterday

File Management in TenderB

Accessing Files

Click the "Files" icon in the left sidebar or navigate to the "Files" tab within a project.

File List View

Each file entry shows:

  • File Icon: Visual representation of file type (PDF, Word, Excel, image)

  • File Name: The name of the uploaded file

  • File Size: Size in MB or KB

  • Upload Date: When the file was added

  • Uploaded By: Team member who uploaded it

  • Actions: Download, view, or delete buttons

Uploading Files

  1. Click the "Upload" or "+ Add files" button (blue, prominent)

  2. File browser window opens

  3. Navigate to your files

  4. Select one or more files (hold Ctrl/Cmd for multiple)

  5. Click "Open"

  6. Files upload with progress indicator

  7. Once complete, files appear in the list

Supported File Types

  • PDF documents

  • Word documents (.doc, .docx)

  • Excel spreadsheets (.xls, .xlsx)

  • Images (.png, .jpg, .jpeg)

  • Text files (.txt)

File Organization

Folders: Create folders to group related documents:

  • "Technical Specifications"

  • "Financial Documents"

  • "Reference Materials"

Tags: Add tags to files for easy searching and filtering.

Categories: Assign files to predefined categories based on document type.

Viewing Files

Click on the file name to:

  • View PDFs and images within TenderB

  • Download other file types to your computer

Downloading Files

  1. Locate the download icon (downward arrow) next to the file

  2. Click the download icon

  3. File downloads to your default downloads folder

Deleting Files

  1. Locate the delete icon (trash can) next to the file

  2. Click the delete icon

  3. Confirmation dialog appears

  4. Click "Confirm" or "Delete"

⚠️ Warning: Deleted files cannot be recovered. Ensure you have backups before deleting important documents.

Did this answer your question?