The Files section provides centralized document storage for each project. Keep all relevant files organized and accessible to team members working on the project.

Accessing Project Files #

1. Open your project
2. Click the Files tab

3. View all uploaded files associated with the project

Uploading Files #

1. Click the Upload File button

2. Choose your upload method:

Direct File Upload:

• Click Upload File tab
• Drag and drop files into the upload area, or click to browse
• Files must be under the size limit specified

URL Upload:

• Click Insert URL tab
• Enter the file URL in the provided field
• Click Upload Now to import the file

Google Drive Integration #

• Click the dropdown menu of Upload File and select Google Drive.

• Connect your Google Drive account if not already linked

• Browse and select files from your Google Drive
• Selected files become accessible within the project

Managing Files #

• View all uploaded files in the All Files section

• Click on a file to preview or download
• Delete files no longer needed for the project

💡Tips  You can also add files to projects directly from the Inbox when relevant documents arrive via email.