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How to upload and share attachments with your partners
How to upload and share attachments with your partners

Disclaimer: You can only use this feature if you share plans with your partners! If you don't have this feature, you can ignore this article

Kirill Selivantchik avatar
Written by Kirill Selivantchik
Updated over a week ago

You can now upload the following files in Qollabi: Keynote, Pages, Numbers, PDF, ZIP, JPG, PNG, GIF, Excel, Office, CSV, and PowerPoint.

This feature allows you to upload or edit attachments. Now, you can share your files with your partners and keep them organized in one place.

1. Upload an attachment

Additionally, you can edit the name and description of your attachment at any given moment to provide more context and clarity to your team.

This is how it works:

After uploading your file, click on the "add description" button, and type in your description.

To edit the name, just click on the name of the file and start typing.

Editing the description of an attachment.

2. Sharing the attachments

It's simple! Follow these steps:

  1. Go on your “Collaborate” section (on your left side)

  2. Click on the account on which you want to share your attachment with

  3. Click on “Account details” (top-right corner) and then click on “attachments”

You will find here all the attachments linked to the account.

Once you've uploaded your file, you can choose whether to keep it within your team only (by default) or make it visible to your partner.

  • Team: only your team can see the file

  • Public: the file will be visible to your team and to the partner.

    • If you need to create a shared space before it becomes visible


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