Bolster Drive – File Management
Bolster Drive is the centralized file repository inside the Bolster platform where users can store, organize, and access documents, images, and other project-related files directly from within the app.
What You Can Do in Bolster Drive
Bolster Drive lets you:
✔ Upload files (PDFs, images, plans, contracts)
✔ Create folders to organize documents
✔ Search and navigate files quickly
✔ Keep files linked to your projects and teams
Files uploaded here are accessible project-wide from any device.
Accessing Bolster Drive
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Log in to Bolster via the web app or Bolster interface.
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Look at the left-side menu and click Files or Bolster Drive under Essentials.
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In your screenshot, this is the highlighted Bolster Drive tab.
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You may also navigate from the Search bar at the top of the sidebar.
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Main Bolster Drive Layout
Once you open Bolster Drive, you’ll see:
Sidebar Navigation
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Drive Home – Your top-level files area
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Your personal drive – Files you’ve personally created or uploaded
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Other company drives – Shared/other company spaces
Search Bar
Use the search field at the top to find files or folders quickly by name.
Folder & File View
The main panel shows your folders and files. In your screenshot, you see folders like:
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Projects
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Hourly Rates
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v1 Letter Of Interest
Each entry shows the upload time and date.
How to Create Folders
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Click the New folder button in the top toolbar of the Drive.
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Type a clear, descriptive name for the folder (e.g., “Estimates 2025”, “Signed Contracts”).
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Press Enter to save.
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Use folders to group related docs (e.g., project plans, permits, owner agreements).
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Upload Files
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Click Upload near the top of the Drive view.
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Select files from your computer (multiple files can be selected at once).
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Files upload to the current folder you are viewing.
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Large files like plans or PDFs may take longer depending on size.
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Finding Files
Use the Search Bar
Type a file name or keyword to locate documents anywhere in your drive quickly.
Browse by Folders
Navigate folders in the left-hand panel to locate files by category or project.
Linking Files to Projects
Bolster Drive is structured so you can keep project-related documents organized. Though not shown in your screenshot, Bolster Drive conceptually connects with your Projects list in the main Bolster interface.
For example:
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Upload project scope docs to a “Projects” folder
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Add client contracts to a “Contracts” folder
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Store site photos with project images
Use consistent naming conventions to keep files easily searchable.
Best Practices for Bolster Drive
✔ Name folders/project files consistently
e.g., “Project – Jones Residence – Drawings”
✔ Keep a folder per major project
Helps teammates find documents fast
✔ Use search before creating new folders
Reduces duplication
✔ Keep all contracts, estimates, and client docs here
So they’re always available in one place
File Visibility & Permissions
Files in the company drive are accessible to team members with access to that Bolster workspace.
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Personal files are separate from company-wide files.
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Files upload permissions may vary depending on your role (Admin vs member).
