Managing Documents in Backpack

How to add, share and organize documents in Backpack

Managing your documents in Backpack is the most efficient way to maintain, track and share documents across your organization. In Backpack you can:

Add documents with no guardrails - any size and any number, add them all
Add searchable notes to documents
Share documents using a handy link
Customized organization of documents in folders including full search capabilities
View documents in the software

Select the "Upload" button on the top left of the screen
Select a Document Group file, this is where the file will be stored. Don't worry, you can move it around or create your own file later! If your document does not fit into a category, place it in the ‘Other’ folder.
Click the box next to the folder where you want to file your document
Click the green "Select Folder" button

Follow the system prompts to select the file you want to upload (these will vary based on your operating system).
Next the "Upload Details" page which will let you know if your upload was successful. A status of "completed" means it was uploaded successfully. If your file fails to upload, repeat the above steps. If you can not successfully upload a document, contact the Backpack Support team.
Click DONE to complete the upload OR select "Add more files" to upload more documents

Once a document is uploaded you can edit the document details at anytime. To Edit a document:

Click ‘Search’ in the search bar beside the magnifying glass icon. You may search with as many specifics as you would like but we recommend using a simple keyword if you’re unsure of the exact document title.

- For example, if looking for electrical building drawings, search ‘Electrical’ to return all documents with “Electrical” in the document name.
The software will return results for the search criteria in these fields:
- Name
- Type
- Special Info

You can also Filter documents with the funnel icon beside the search bar.

- Select the funnel icon
- Select individual options by clicking the box next to the filter criteria or click "select all" or "clear all"
- Filtered data will automatically populate as selections are made

Click the box next to each document OR the box at the top of the list to select all documents
Click the "Group" icon on the list header
The Group Drawings selection box will pop up. Here you can:
- Select the folder to group the files in (Base Building, Tenant Buildout, etc.)
- OR create a new group under the folder by clicking the + next to New Group

Click the box next to each document OR the box at the top of the list to select all documents
Click the "download" icon on the list header
Your documents will then immediately begin to download and will be accessible as defined by your operating system

Click the box next to each document OR the box at the top of the list to select all documents
Click the "delete" icon on the list header
Confirm the deletion by selecting "Yes" in the pop-up
The document will be deleted & is not recoverable

Click the box next to each document OR the box at the top of the list to select all documents
Click the "categorize" icon on the list header
Select the appropriate category from the list that appears
Click SAVE to save changes
Make a mistake? Repeat the above to change categories

Click the box next to each document OR the box at the top of the list to select all documents
Click the "share" icon on the list header
Enter the email(s) to share the documents, if entering multiple email addresses, separate the addresses by commas
Add a note if desired (not required) - this note will appear in the email to the recipient of the files
Type your name & email address in the from field
Click "share" at the bottom of the window
The files will be automatically shared with the recipients. The will work for 7 days.

Under the Documents section of the left side menu select the file folder you would like to create a new sub-folder
At the bottom of the list click "Add Folder" & type in the name
Hit enter & save your new sub-folder.
Upload or move files into this folder by categorizing files

Contact Backpack Support at support@backpacknetworks.com