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Documents in projects

The Documents tab within each project helps you keep all related files centralized and organized. It allows you to upload documents, create folders, and manage your files in one convenient place, making collaboration smoother and information easier to access

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

  1. In your sidebar, go to Projects 
  2. Select the project where you want to manage documents
  3. Click on the Documents tab within the project view
  4. To upload a file:
    1. Click the Upload button
    2. Select files from your device
  5. To create folders:
    1. Click the New Folder option
    2. Name the folder and confirm to organize your files accordingly
  6. 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  • Regularly review and clean up old or outdated files to maintain clarity.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

  1. 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.

 

 

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