Overview and Background
Uploading Plans to Fieldwire is one of the first steps you'll take to get started on a new project.
The process is easy, regardless of whether you upload files from your computer or sync with Box, Dropbox, or OneDrive.
Only PDF (single or multipage), PNG, and JPEG files can be uploaded to the Plans tab. There is a 1gb size limit for plan uploads.
In some cases, Fieldwire uses the file names and bookmarks of your Plans to give the Plans sheet numbers and descriptions, so how you name your files can impact how the plans are named in Fieldwire. There are four common upload scenarios. Here's how to optimize for each.
Single-page PDF, no bookmarks
When you upload a single-page PDF with no bookmarks, Fieldwire will name the sheet with the file name.
If you upload a file named A101-first floor.pdf, Fieldwire names the sheet “A101-first floor” with an empty description.
If you upload a file named A101.pdf, Fieldwire names the sheet “A101” with an empty description.
Tip: Name the file with the Plan’s sheet number.
Single-Page PDF with Bookmarks
When you upload a single-page PDF with Bookmarks, Fieldwire will name the sheet or sheets based on the information in the Bookmarks. Sheet numbers come from the Bookmark text that precedes the hyphens; sheet descriptions come from Bookmark text that follows the hyphens.
Uploading a file named “A101-first floor.pdf” with the Bookmark “10084 - FF” will name the sheet “10084” with the description “FF.”
Note: You will need to have the space between the hyphen in the bookmark. So for example, the bookmark would need the format: "X - Y" where X: Sheet Number, and Y: Description.
If the Bookmark does not have a hyphen and space, then the filename is prioritized.
This would be like uploading a single-page file without Bookmarks.
Multi-page PDF, no bookmarks
When you upload a multi-page PDF file, Fieldwire will use Optical Character Recognition (OCR) to scan and name sheets. The Fieldwire OCR scans the title blocks within the PDF and names the sheets accordingly.
Note: No descriptions are added to sheets uploaded from a multi-page PDF without bookmarks.
Tip: The file must have selectable text for the OCR to successfully scan and name the plans (and automatically apply hyperlinks).
If your files are images (ex: scans or photos), you would need to convert them to text-based PDFs before uploading. Keep in mind that, after plans are uploaded, you can manually edit the plan names and descriptions.
Multi-page PDF with Bookmarks
When you upload a multipage PDF with Bookmarks, Fieldwire will label each sheet based on the Bookmark text. Like with Single-Page PDFS, you will need to ensure that the bookmarks are in the proper format with a hyphen and spaces. For a multi-page PDF upload, properly formatted Bookmarks take precedence over the OCR for sheet numbers and accurate descriptions.
Sheet numbers are derived from the Bookmark text. If a Bookmark has a hyphen and space, its corresponding Sheet description comes from the Bookmark text following the hyphen.
If you upload a file named “Addendum1.pdf” with Bookmarks “10084 - FF”, “10085 - 2F", “10086 - 3F,” etc., Fieldwire will label Sheet “10084” with the description "FF," "10085" with the description "2F," and so on.
Tip: Delete outdated, duplicative, or incomplete Bookmarks prior to uploading a multipage PDF.