Important project documents should be accessible to your field and office teams at all times. Raken's Document Storage lets you upload, organize, and annotate project files in one central place, so the right information is always on hand when it's needed. You can also set up a company-wide Folder Template so every new project starts with your standard folder structure and files already in place.

To upload a document:

To set up a company-wide Folder Template that applies automatically to every new project (Performance Plan required): Company > Documents > Folder templates. See "Setting Up Folder Templates" below.

Log into the Raken Web App. Click Projects in the left side navigation bar and select the project where you want to store documents. Click Documents in the left side project menu.

Click the orange Document + button. Select your action:

Once uploaded, documents can be previewed, annotated, and renamed by anyone with access to the project. Use the annotation tool to mark up PDFs and image files (plans, drawings, photos) directly in Raken. Annotated files can be saved back to Document Storage.

Note: .xlsx and .xls files cannot be edited or annotated in Raken. You can preview and rename them, but cell values cannot be changed within the platform. To edit an Excel file, download it, make your changes in Excel, and re-upload it to the project.

If your team uses the same folder structure and often the same core files, like a safety manual or company policies, on every project, you can template that structure once at the company level. From then on, every newly created project starts with those folders and files already in place, with nothing to set up manually. This feature requires the Performance Plan.

Log into the Raken Web App. Click Company in the left side navigation bar. Click Documents, then click Folder templates.

Use the same tools you'd use on a project's Documents page — click the orange Document + button to add folders (New folder) or upload files that should appear on every project (Upload document). Common examples include a safety manual, standard company policies and procedures, or contact information sheets.

Note: Trial accounts can add up to 10 files to a Folder Template.

Once your template is set up, every new project created from that point forward automatically gets a copy of that folder structure and those files in its Documents tab; nothing to configure per project.

Important: Folder Templates only apply going forward. Creating or editing a template does not add those folders and files to projects that already exist — only to projects created after the template is set up or changed. Once a project has its own copy, editing those project-level documents never affects the company-level template, and edits made later to the template never flow back into a project that already received its copy — the two stay independent after the initial copy.

Open the Raken mobile app and tap into your project. Tap the Documents icon in the project menu.

Tap the orange + button to see your options:

Tap any document or photo to view it in full size.

Note: Folder Templates are set up on the web app only. Once applied to a new project, the resulting folders and files are visible and usable on mobile like any other project documents.

Raken supports common file types including PDF, images (JPG, PNG, HEIC), CAD files (.DXF, .DWG), geospatial files (.KML, .KMZ), and spreadsheets (.XLS, .XLSX). Files can be stored, previewed, and downloaded. CAD, geospatial, and spreadsheet files do not support annotation in Raken.

Individual documents can be up to 250 MB.

It depends on the file type. Raken's annotation tool lets you mark up PDFs and image files (such as plans and drawings) directly in the web app. Annotated files can be saved back to Document Storage. Excel files (.xlsx, .xls) cannot be edited or annotated in Raken. You can preview and rename them, but to edit the content you need to download the file, make your changes in Excel, and re-upload it to the project.

Download the file from Raken, edit it in Excel on your device, then re-upload the updated version to the project. You can rename or delete the old version once the new one is uploaded.

Yes — Folder Templates require the Performance Plan. Standard document storage (uploading and organizing documents within a single project) does not require a specific plan.

No. Folder Templates only apply to projects created after the template is set up (or after it's later edited). Existing projects are not affected; you'd still need to add folders and files to those manually.

Yes. A Folder Template can include both an empty folder structure and specific files you want available on every project — for example, a safety manual or standard company policy documents.

Folder Templates are configured at the company level under Company > Documents > Folder templates, the same area where other company-wide settings live.

No. Once a project has its own copy of a templated folder or file, edits made to that project's copy stay at the project level only — they never modify the company-level template.

Trial accounts are limited to 10 files in a Folder Template. This limit does not apply to paid accounts on the Performance Plan.

Feel free to email us or call us at +1 866-438-0646. We're always glad to answer your questions!