How to Attach a File
You can attach a file to a project and share the file with other project team members.
To attach a file to a project:
- Navigate to the Project Home page.
- Click Files in the Project Menu.
- Select your method for file upload: Drag Files, Select Files From Your Computer, or Upload Link.
To select files from your computer:
- Click Select Files From Your Computer to locate a file to attach.
- Navigate to the file, then click Open.
- The file uploads and your sharing preferences appear.
How to Delete a File
You can delete files you've attached to a project.
To delete a file from a project:
- Navigate to the Project Home page.
- Click Files in the Project Menu.
- Click the Delete icon across from the file you would like to delete in the Folders & Files List.
- Click OK to confirm the deletion.
How to Edit File Name
You can edit the information describing a file you've attached to a project.
To edit file name:
- Navigate to the Project Home page.
- Click Files in the Project Menu.
- Hover over the name of the file to edit in the Folders & Files List.
- Click the edit pencil and edit the file name.
- The update will automatically save when you click out of the name field. To discard your changes, click the X.
To add a tag:
- Click +Add Tag across from the selected file.
- You can Choose from Existing Tags, or enter a New Tag name into the text field.
- Click Assign Tags.
How to Share Files
- Navigate to the Project Home page.
- Click Files in the Project Menu.
- Click the sharing icon across from the file you would like to share in the Folders & Files List.
- Check the teams or users you would like to share the file with, or click Everyone to share with all current and future teams and suppliers associated with the project.
- Click Update Sharing Preferences.
Comments
0 comments
Please sign in to leave a comment.