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Attaching Files in Projects

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Attaching files in projects can serve as references. You can also keep records of supporting documents for every project transaction.

Attaching Files in Projects:

  • Go to Projects on the Navigation Menu.
  • On the Projects page, Click a Project to access the Project dashboard.
  • Go to the Attachments tab.
  • Click on the Attachment field or Drag items to the field.
  • Then, Save.
  • Your attachments are listed at the bottom half of the page.

Attached files have the following details:

  • File name and Size
  • Attachment creator and Project.
  • Date of creation.
Attaching Files in Projects

You can delete attached files by hovering over them to reveal the delete option.

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