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Attaching Documents to Project
Description:
This article will help you to understand how to attach any document to your project.
Points to Remember:
- You will be able to perform this task if your organization has provided you with the appropriate permissions on the platform.
- Some documents such as proposals, design images, and contracts are attached to the project automatically once a proposal is converted to the project.
Detailed Steps:
Step 1: Go to manage project page from the Project Menu.
Step 2: Go to your project details page. You can do that by clicking on the arrow in the Action Column next to your project details, or by clicking on the customer name.
Step 3: Click on Documents Tab on the project details page
Step 4: Click on Add File Button on the documents page
Step 5: Put the attachment details and add the file.
