Project Documents/Files can be just about anything from files to embed code to a video URL. Files need to be saved as a jpg, jpeg, png, gif, pdf, doc, docx, skp, xls, xlsx, dwg, numbers, or zip file. You can have as many or as few groups as you like. You can upload multiple files to a group, too.

Because you can choose to make only certain documents/files groups visible to the client, this is the perfect place to keep all of your project files.

To add project documents/files

To upload your own Documents/Files group, just press the “Add group” button or click on Add group in the blue action bar at the top.

Name the group.

Then source the file on your computer and hit upload. You can upload single or multiple files per Documents/Files group. You can also continue adding documents to a deliverable after it’s been created.

By default Documents/Files groups will not be visible to the client. Check “visible to client” if you want the client to see the deliverable. This is great for versioning control. Documents/Files groups can be made visible or hidden as you please.

Pro Tip: Use the sort button to change the order of the Documents/Files groups you have uploaded. The order you determine in the sorting window will stay in place until you open the sort menu and change it again.

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