Uploading Project Documents
Upload documents that are directly linked to a project.
Supported File Types
Section titled “Supported File Types”You can upload various document types:
- PDF - Reports, contracts, specifications
- Office Documents - Word, Excel, PowerPoint
- Images - JPG, PNG, GIF
- Text Files - TXT, CSV
Uploading
Section titled “Uploading”- Drag files into the upload area or click to browse
- Multiple files can be uploaded simultaneously
- Progress is shown for each file
Document Categories
Section titled “Document Categories”Project documents are automatically assigned to the current project and appear in the project’s documents tab.
After Uploading
Section titled “After Uploading”Uploaded documents are:
- Displayed in the project documents tab
- Indexed for AI search (if enabled)
- Recorded in the activity log