Manage Files
If you are the project manager, an admin on the project, or have the ‘Edit All Projects’ user permission, you can attach files to a project in the files tab, via discussion, or on a task. All files will show up in the files tab of the project. You can choose to make files accessible to contacts associated with the project.
To add a file, go to the Files tab of the project and click Add File. In the pop-up, you can email the file to participants on the project, including users, contacts, and vendor contacts.
Files can be downloaded and deleted from this page.
Any file associated with a task or part of a project discussion will also show up in the files section.
If contacts are a part of a discussion, they will have access to view any files added to the thread.
Contacts and vendor contacts on the project can also upload files through the Client Center or Vendor Center.
Updated 12/16/2024