Attach files to projects

You can now attach files to any project so that your team is always up-to-date with the latest requirements & changes. The process of project attachment management is the same as with invoices or estimates. Quick reminder, you just click on the paperclip button to upload and manage the various files.

Additionally, you may choose to share project attachments with your clients via the client portal. To take advantage of this feature, you should have already invited the project’s client to the client portal and made the respective project available to view in the client portal by simply ✔ a box.