Before you start
- You need permission to edit project collaboration content (project overlay edit).
- The deliverable must exist. If it does not, create it first.
- Company users download files that have been shared. They cannot upload.
- For files that belong to the whole project, use Project documents instead.
Upload a document
1
Prepare the deliverable
Finish the title, description, status, dates, and Client Visible setting first. To share files with clients, turn Client Visible on before you share them. New files start internal either way.
2
Open Documents
Open Projects, click the project, then Project Plan and Deliverables. Click the deliverable. Find Documents and click Upload.
3
Choose a file
Pick one file from your device. The upload starts as soon as you choose it. There is no Save step.
4
Wait for the result
The file must have content, use an accepted extension, and be 4 MB or smaller. When it finishes, the file shows under Documents and a message says it was uploaded (internal only).
5
Check the file
Check the name, date, size, and uploader. Click Download to check the content. Uploading a file with the same name adds another attachment. It does not replace the first one or keep versions.
Share a document with Company users
1
Check the deliverable is client-visible
Open the deliverable and make sure Client Visible is on. While it is off, each file’s sharing switch is disabled and reads This deliverable is internal, so none of its documents reach the client.
2
Share the file
Turn on Share with client next to the file. A message confirms that the file is now shared. Share each file separately. Sharing one does not share the others.
3
Check who can see it
Company users also need access to the project. They see the file only when the project, the deliverable, and the document are all shared with them. Sharing sends no email and gives no permissions.
Download or remove a file
1
Download
Click Download on the file. New uploads use links that expire after about five minutes. Click Download again if one expires.
2
Delete one file
Click Delete on the document, check its name, and confirm. Reopen the deliverable to check the file is gone. Use the document’s Delete, not the deliverable’s, so you do not remove the whole output.
Troubleshooting
Frequently asked questions
Can I upload a file larger than 4 MB or an executable?
Can I upload a file larger than 4 MB or an executable?
No. Files must be 4 MB or smaller and use one of the accepted extensions. Executables are not accepted.
Does uploading the same file name replace the old file?
Does uploading the same file name replace the old file?
No. It adds another attachment. Delete the old one yourself.
Does sharing a file notify the client?
Does sharing a file notify the client?
No. It only changes what they can see in the portal. Use a decision or action item if you need a response.
Can I remove one file without deleting the deliverable?
Can I remove one file without deleting the deliverable?
Yes. Use Delete on that document.