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Help Center

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 people on the project, including project participants and contacts.

  • Any file associated with a task will also show up in the files section. As well as any file that is a part of a discussion.

  • If contacts are a part of the discussion, they will also have access to view any files added to the thread.

  • Contacts on the project can also upload files through the client center.