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ProjectBoard — Project Pages, Media, Brochures & Progress Updates with Event-Driven Notifications | Velaxe

ProjectBoard

Upload brochures and gate downloads by visibility

Attach PDFs to a project, control who can download, and verify signed link access rules.

15 min Beginner Admin, Operations, Customer Success Updated Mar 3, 2026
Brochure upload and visibility
Secure brochures with signed links

Overview

Attach PDFs to a project, control who can download, and verify signed link access rules.

Prerequisites

  • A project already created in ProjectBoard
  • Brochure PDFs ready to upload

Permissions required

projectboard.brochures.manage projectboard.visibility.manage

Steps (4)

Estimated: 15 min
  1. 1

    Open the project brochure section

    Ops 3 min Back to top

    Go to ProjectBoard → Projects → open a project → Brochures → Add.

    Tips

    Validation

    Success criteria

  2. 2

    Upload a PDF via FileVault

    Ops 5 min Back to top

    Upload the brochure PDF and attach it to the project. Add title and optional description.

    Tips

    Validation

    • Brochure appears in the project page with correct file size/type.

    Success criteria

  3. 3

    Set download visibility rules

    Admin 4 min Back to top

    Choose public, customers-only, or internal. Save and confirm it inherits project visibility rules where applicable.

    Tips

    • Even if a project is public, you can keep brochures gated to customers-only.

    Validation

    Success criteria

  4. 4

    Verify signed link access

    Admin/CS 3 min Back to top

    Test download as a public visitor (if public), then as an authenticated customer (if gated).

    Tips

    Validation

    Success criteria

    • Unauthorized users are blocked; authorized users can download via signed links.

About this guide

ProjectBoard turns every project into a shareable, structured page with a clear timeline. Add descriptions, locations, amenities, cover media, image galleries, and brochures stored securely in file-vault.

Post progress updates on a schedule or publish instantly. Updates support categories (configurable per workspace), attachments, and visibility rules (public, customers-only, internal). When an update is published, ProjectBoard emits events so other apps can resolve audience and deliver notifications—without ProjectBoard needing to know who the customers are.

Use it for construction projects, property developments, events, product launches, internal initiatives, and any workflow that needs a “project home” plus an update stream.