You can attach documents to projects, tasks and processesadd documents from either your local drive or Google drive.
To upload documents to project:
- On the main menu, click Documents, and then from the action-drop down click on Upload Documents.
- A popup will open asking you where you wish to upload select the document. Select the appropriate Project/task folder.
- Click on Next.
- Browse to select a document.
- To upload multiple documents, click on Add another
- Add a description in the DetailsYou will 2 tabs on this pop-up from where you can select if the document is present on your local drive or Google drive. You can add one or more document from each tab.
- Click on Browse or Add Google Doc under appropriate tab to select the document(s).
- More information about the document can be added in Details. These details are same even if you add one document from local drive and one from Google drive.
- Click on Client Shared if you wish to share this document with your project's client.
- Click Submit. The documents are uploaded in your projects / tasks.
To attach documents to tasks:
- Go to your Project.
- On the left hand side of the window, click Tasks from the list of project specific reports panel.
- Point at a task and click on the action selector and navigate to Add, then click on Document.
- Click Browse to attach a file.
- You can enter a description for the document.
- Click Submit. The document is added to the task.
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To upload an entire folder structure containing documents:
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