Managing Project Documents

How to add Files and Folders to Project Documents and more

JD Williams avatar
Written by JD Williams
Updated over a week ago

Process

  1. Within the Project, navigate to the project menu and select Documents

  2. In the upper right-hand corner you have the option to add a new folder or upload document to an existing folder.

  3. Please be aware that newly created folders cannot be accessed by other users. You will need to manually share the files uploaded in these folders. To share a file, simply click the three dots on the right and select the "share" option.



Need additional guidance? Watch this step-by-step video:
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