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How to Publish / Un-publish Documents
How to Publish / Un-publish Documents

Publish all of your proposals & invoices from the project dashboard

Cameron Jahn avatar
Written by Cameron Jahn
Updated over 6 years ago

You can publish proposals and invoices so that they are accessible in your client's Project Dashboard, this way you don't have to send them multiple emails to send them each document, they can access them all in one place. Here's how you publish or un-publish a proposal or invoice from the Project Dashboard:

Un-publishing a document will remove this document from your client's dashboard, making it no longer visible or accessible to your client.

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