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Uploading Photos to SiteMax

Adding photos to your Projects

Written by Kelly Shee

Dashboard > Select a Project

Dashboard > Select a Project > Photos

Dashboard > Select a Project > Site/Safety Reports

Permissions

Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.

In order to add photos, users will need Create permissions for Photos

When adding photos to forms, users will need Create or Edit permissions for the corresponding form

Including photos with your projects is a great way of providing a visual representation of where you are on a job. You can add photos to your projects three different ways:

Adding Photos Directly into the Day View

You can add your photos right into the Day View of your project easily with the Day View actions.

  1. Select the project you want to add your photos to

  2. Hover your mouse over the Photos action so the "+" sign will appear

  3. Click on the "+" sign
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  4. Click "Browse" to select photos from your computer's drive

  5. Click "Upload" to add photos
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Uploading Photos into the Project's Photos Module

Adding photos through the Photos module allows you to arrange your photos into collections for easier management.

  1. After opening your selected project, click on the Photos module

  2. In the Photos module, select "+ Add Photos"
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  3. From here, if you wish, you can choose a Collection to which you can add your photos.
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  4. Once you've selected your Collection, you will have the option to browse your computer drive or select from existing photos within that collection
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5. Once you've selected the photos you wish to upload, you'll be able to add whatever descriptions you need to each one.

Find out more about what you can do in the Photos module in our article: Managing Photos

Uploading Photos through Forms

Uploading photos through forms is a great way of allowing users who don't have the necessary permissions to add photos through the Day View or the Photos module. As long as the user has Create or Edit permissions for the appropriate form, they can add photos.

  1. In your Site/Safety/Company/Equipment Reports module, locate the form you want to add photos to and click "+ Add Form"

  2. Click the "Add Photos" component in the form

  3. A new screen will open, allowing you to upload photos from your Computer, or pull from your Project's Photos module

  4. Click "Upload" to add photos from your Computer

  5. Locate and select the photos you want to upload

  6. Click "Add Photos" at the bottom of the window

  7. Once your photos have been added to your form, you will now have several options to customize your photos, depending how your form has been built.

    1. Add a description: Enter a description for each of your photos for further clarification

    2. Mark Up Photos: Add text, shapes, highlights, freehand lines, etc. to provide further context.

      1. Click "New" to save an edited version along with the original

      2. Click "Save Changes" to replace the original with the marked up photo

    3. Rearrange Photos: Move your photos around to place them in the order you wish

    4. Delete Photos: Remove any photos you no longer need in your form

  8. Save your form!

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