How to Upload Files to Project Files & Create Folders within
On the Project Screen, scroll down to the Project Files and click Upload Files to upload any documents pertaining to this project. Note: we currently support CLS, CSLS, PDF, JPG, JPEG, PNG, TXT, DOC, DOCX, PPT, PPTX, EML, MSG, CSV, XML
Once the file has been uploaded, you have the ability to rename, download, or delete the file. You can also create folders to organize each file.
How to Use Files in Project Files
When Importing Products, you can select from a file in Project Files
When generating a quote, you can attach any files from Project Files and that will append right after the quote.
How to Organize Files in Project Files
Click on Create Folder
Name the Folder and Confirm. Note: you can rename the folder by clicking on the three vertical dots
When you're ready to upload your files, click Upload File and ensure the dropdown is indicating the appropriate folder. Note: To move files between folders, click on the three vertical dots on the file line
