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You can attach documents to projects, tasks and processesadd documents from either your local drive or Google drive.

To upload documents to project:

  1. On the main menu, click Documents, and then from the action-drop down click on Upload Documents.
  2. A popup will open asking you where you wish to upload select the document. Select the appropriate Project/task folder
  3. Click on Next.
  4. Browse to select a document. 
  5. To upload multiple documents, click on Add another
  6. 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.
  7. Click on Browse or Add Google Doc under appropriate tab to select the document(s). 
  8. 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.
  9. Click on Client Shared if you wish to share this document with your project's client.
  10. Click Submit. The documents are uploaded in your projects / tasks.


To attach documents to tasks:

  1. Go to your Project.
  2. On the left hand side of the window, click Tasks from the list of project specific reports panel.
  3. Point at a task and click on the action selector and navigate to Add, then click on Document.
  4. Click Browse to attach a file.
  5. You can enter a description for the document.
  6. 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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