How to ... attach new files to a project?

Modified on Tue, 26 Oct, 2021 at 1:31 PM


If you have the right permissions, you will be able to attach files (extra) to an existing project. (*) 


Within the project Info area, navigate to the attachments section, and click on the ATTACH FILES button. This will open up the upload file area. You can drag/drop files to the dotted section, or look for a file on your computer. Once it is loaded, you will see the file name, type and size, and a the option to remove the file if it was not the correct one. 


Repeat as many times as needed, or upload several files at the same time. When ready, click UPLOAD and the attachment count will increase. Next to the file you will also see some other options:



  • Preview - if the file is of a type that can generate a preview (e.g. images, pdf...) 
  • Add notes - click here to include any annotations needed to provide information to your team
  • Deactivate - the file can no longer be removed from the system, but you can hide it by deactivating it.  


(*) How do I know if I have permissions? If you do not have permissions, you will not see the Attach Files button.

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