To upload files directly to your running project select the Projects tab > select the project from your list of projects
Once you have selected your project select the files tab > Add New
If you have an approved contract for the project you will also see the proposal and contract PDF located as an existing attachment.
Once you have uploaded your file you will also see the option to delete to download the file via the Projects > Files tab
Select the 3 dots icon to the right of the file to View, Delete or Download
- There are no limits to how many documents/files can be uploaded.
- You can send attachments to your clients anytime when sending an invoice and attaching a file from the compose email section.
- You can attach files from your shoebox tab to projects by selecting the options via the 3 dots icon next to the shoebox file > attach to project"
💌 Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌