Files

Share files and documents with your team and clients.

Files

The Files section lets you manage project documents.

File Features

  • Upload - Drag and drop or browse
  • Preview - View files in-browser
  • Share - Control access permissions
  • Versioning - Track file changes

Uploading Files

  1. Go to Project > Files
  2. Click Upload or drag files
  3. Choose visibility (team/client/both)
  4. Add description (optional)
  5. Click Save

File Types Supported

  • Documents (PDF, DOCX, TXT)
  • Images (PNG, JPG, GIF)
  • Spreadsheets (XLSX, CSV)
  • Presentations (PPTX)
  • Code files (any text format)

Sharing with Clients

Toggle Client Access to let clients view/download files.

Was this page helpful?

Your feedback helps us improve.