Add a project document

To add a project document:

  1. From the left-side navigation, click the dropdown menu

  2. In the dropdown menu, select the name of the project that you want to add a document to

  3. In the left-side navigation, click Documents

  4. On the Documents page, click the Add Document button at the top-right corner of the page

  5. Next to Attach a new document, click the Select a file button

  6. Select a file that’s saved to your completer to upload it to Documents

  7. Optionally, enter a Description

  8. Click the dropdown menu under Shared with to select one of the following options: Company admins only, Company members only,  or Company members & project workers

  9. When you’re finished, click the Save button

Select a project, click Documents, then click the Add Document button

Interface for adding a document with fields for description and sharing options.

Click the Select a file button to upload the document, add an optional Description, click the Shared with dropdown to control document access, then click the Save button