When you open the Docs tab on an event, two buttons appear at the top: Related project files and Related client files.
These automatically pull in files from the related project and client so your field team sees all relevant documents in one place, without anyone needing to copy or duplicate files.
How it works
Click any of the three buttons to expand that section and see the files from that area. The files stay where they were originally uploaded and are not copied to the event; you are simply viewing them in context.
This means if you update a file for the project, the updated version is immediately available on all events in that project.
FAQ
Can I add files to the related folders from the event?
Can I add files to the related folders from the event?
No. You can view and download files, but to add or edit files for a project or client, you need to go to that area directly.
What if there are no files for the client?
What if there are no files for the client?
The related folder section simply shows as empty. It just means there are no files in that area yet.