Summary
Have you ever had a need to upload important documents and associate them with a specific project? We offer a way to do that with our new module called Documents! Using this feature will allow you to not only store important documents, but you can choose if you want certain files to be made available to your project customer.
How To Upload Documents for Internal Only Use
Open the project.
Click the Project Overview button in the top-right corner of the screen.
(This opens the side panel.)Select Upload (or drag and drop your file into the area).
Choose your file and confirm.
Adding the Documents section module for customers to access
Navigate to the Workroom of the project.
From the Table of Contents, locate and click + Add content
Locate and click the Add to proposal button for the Documents module.
The new Documents section is now in place within the project!
To add files, click on the pencil icon and once the slide out menu loads, click the Upload file button
At this point, selecting a file will depend on your computer or mobile device. By default the file will be hidden from then customer view as a safety precaution.
This is how it's shown on the customer view for reference:
Removing a document
Open the Project Overview panel
Go to the Documents tab.
Click the "…" next to the document.
Select Delete and confirm.
Note : Deleting a document permanently removes it from the project.