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Uploading to and accessing your 
BuildingCoach File Cabinet

1

Collect your building documents

Required

Additional reccomendations

Control Documents:

   1.  Sequences of Operation

   2.  Points List

   3.  Screenshots of BAS Schematics

 6.  Commissioning Reports of Major Equipment Installs/ Retro-Commissioning Tests

7.  Building System Surveys / Equipment Inventories / Energy Audits

Mechanical Drawings:

   4.  Schematics of HVAC

   5.  As-Builts

2

Scan your documents

Use a scan app, like Adobe Scan, to quickly scan documents with your phone. Email the files to yourself and save them to your computer. 

3

Login

4

Upload

Note: Only you have access to your secure facility folder, and you will not be able to upload files into another facility's folder. 

 

1. Click your Profile Name in the top right corner and select My BOCS from the dropdown

2. Select Building Docs on the My BOCS page

3. Search for and click Your Facility's Name to access your private and secure file cabinet

4. Click + File to upload Excel Spreadsheets, PDFs, JPEG images, and Word Documents.

Note: Google Drive files and links cannot be uploaded.  

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5. Look for this message to Confirm a successful upload. 

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5

Install the BOCS

Make sure that your BOCS device has been installed. You can find installation instruction here.

 

Once your documents are uploaded someone from our team will finish setting up your BOCS and Trend Charts.

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