How to Add, Edit, or Remove a Document and/or File to an Existing Project

This article will walk you through adding, editing, or deleting a document or file on an existing project.

Where to Edit the Project Files

• From your project board, click the project name to open the Project Overview Screen.
• Click 'Edit Project' found in the upper right hand corner.

• 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 in green.
      
      
      
    • Drag the file into the box below or click on it to browse for a file to upload. Maximum file size is 500 MB per file. 
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    • When the upload is completed, the Files will show in the box with a green check mark. They will also show in the list below it. 

How to Delete an Existing File

To Delete an existing file: Click on the small 'X' next to the unwanted document. 

How to Edit an Existing File

• Rename
  • Click on the edit icon to the right of the document name. 
  • Then click on the existing file name and make the desired changes. 
    
  • Once complete, click the lock icon to confirm and save the changes. 
• Change Document Category
  
  • Click on the first drop down next to the file name and select the new category.
    
• Change the Document Type / Folder
  
  • Click on the drop down on the far right and then select the new type. 
    
    
    

Once completed with deleting, adding or editing, click on 'Save and Return to Project' 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.