Manage project documents

INFO

Use this when a project needs supporting files such as drawings, forms, reports, or other attachments.

Who can do this

Admins and editors can upload, mark confidential, download, and delete project documents. Clients can view and download only the documents available to them.

Before you start

Each file must be 10 MB or smaller.

Upload documents

1. Log in as an admin or editor.
2. Open the project.
3. Open the Documents section.
4. Select files or drag them into the upload area.
5. Wait for the upload to finish.

Mark a document confidential

1. Find the document in the list.
2. Use the confidential option.
3. Confirm the change if asked.

Delete a document

1. Find the document in the list.
2. Select the delete option.
3. Confirm the deletion.

Expected result

The project document list shows the latest files. Confidential files are hidden from client accounts.