This article will walk you through adding, editing, or deleting a document or file on an existing project.
Edit the Project Files in the Project Overview page
- From your project board, click the project name to open the Project Overview page.
- In the Project Overview, click on the "Documents" tab
- In the Documents tab, you can click "Add/Edit Project Files" to add or edit the files already attached to the project.
- You can use the Actions icons to the right of each file to download or delete individual project files.
- You can also select multiple project files to perform a bulk download or a bulk delete of files by using the "Actions" drop-down button
Edit the Project Files while editing the overall project
- At any time or on any tab in the Project Overview page you can click 'Edit Project' found in the upper right-hand corner to edit the project files.
- Click on Step 3, "Project Files".
How to Add a New File
To Add a new file:
- Click on the tab that corresponds with the document type. The selected tab will be highlighted (example: Plans (2))
- Drag the file into the box below or click on "Browse" to open your system's files so you can select a file to upload. Maximum file size is 300 MB per file.
- When the upload is completed, the Files will show in the box below.
- Please take a moment to categorize and subcategorize your project files so the right subcontractors can find the right files for their trades. You can also edit the categories of files you previously uploaded.
How to Delete an Existing File
To Delete an existing file: Click on the small Trash can icon next to the unwanted document.
Once completed with deleting, adding, or categorizing files, click on 'Save and continue' in the bottom left corner.
- A pop-up box will appear and ask if you want to automatically send email notifications for the changes. Select "Notify" or "Don't Notify."
- You will be returned to the Project Overview Screen.
- Your changes will be saved and reflected in the Documents section of the project.