Download project file #

Project Files is an area dedicated to a specific project where project related files/documents can be uploaded.

When you open a project from the top tabs, you will be able to see a tab called files

Click on the tab called files and you can easily drag and drop the file you need to upload for the project.

Upon uploading the project file, customer contacts who have authorization for the project will receive an email notification that a new project file is uploaded. There are a few exceptions where the contact will not receive an email notification:

• If the checkbox Visable by client is unchecked before dragging/selecting the file
• If the email template located in Setup->Email Templates->New uploaded project file (sent to customer contacts) is disabled.

File discussion/comments #

Each file uploaded for the project will have the ability to add comments and discuss various conversations.

When the project file is uploaded will be displayed in the table data and you can directly click on the file name, after clicking on the file name a new modal will be displayed including the file preview (if available ) where you can add comments on the right side of the modal.