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How to Attach your Documents

Attach documents, contracts, images and more to documents and projects!

Written by Cameron Jahn

You can use this feature for contracts, floor plans, moodboards, etc. and you are able to upload assets within projects in 2 ways:  

  1. Attach directly to a document (invoice or proposal). You will see the "Attachments" box on the right hand side (underneath the payment section) on the IN or PR. *Note that once this document has been sent ("published"), your client will have access to view these attachments  

  2. Add an attachment generally to a project. Within a project, you'll see the "Attachments" tab. If you click into this tab, you are able to add attachments just to the project (versus to a specific document) - these attachments will not be viewable by your client. This tab also shows you a list view of all the attachments associated with documents within the project, indicating which document each attachment is attached to, as well as if published or not (aka - if it is viewable by your client).  

  3.  Add attachments from proposals to invoices. If you have attachments on a proposal, you'll get a pop-up option to move the attachment to the invoice.

Watch this tutorial to see how to use this feature.

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