The Documents tab is designed to simplify file management within projects. It serves as a dedicated space where users can store, organize, and retrieve all project-specific documents efficiently. This helps ensure that important information is not scattered and is always easy to find.
Where to find it
- In your sidebar, go to Projects
- Select the project where you want to manage documents
- Click on the Documents tab within the project view
- To upload a file:
- Click the Upload button
- Select files from your device
- To create folders:
- Click the New Folder option
- Name the folder and confirm to organize your files accordingly
- Drag and drop files into folders or move them using the file menu

Tips and Best Practices
- Use folders to group documents by categories such as timelines, contracts, or resources.
- Keep file names clear and consistent to make searching easier.
- Regularly review and clean up old or outdated files to maintain clarity.
FAQ
-
Are there any limits to the number of folders or files I can create?
There are no strict limits, but keeping a clear structure is recommended for easy navigation.