How to add Documents

  • Updated on Jul 25, 2025
  • Published on Jul 25, 2025
  • 1 minute(s) read
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Upload project documents in PDF, PNG, JPG, or SVG format.

Prerequisites

  • Project with editing permissions

  • Files in supported formats (SVG, PNG, JPG, PDF)

Steps to Add Documents

Step 1: Navigate to Attachments

Click the "Attachments" tab in the left sidebar.

Step 2: Open Upload Dialog

Click "Add document" button.

Step 3: Select Files

  • Click "Click to upload" to browse files

  • Or drag and drop files into the area

Step 4: Upload

Click "Upload" button to upload selected files.

Step 5: View Documents

Documents appear in table showing name, type, uploader, and date.

Managing Documents

Document Actions

Use three-dot menu to download, view details, or remove documents.

Supported File Types

  • PDF: Documents and drawings

  • PNG/JPG: Images

  • SVG: Vector graphics

Permissions

  • Can view: Download and view documents

  • Can edit: Upload and manage documents

  • Owner: Full control

Troubleshooting

  • File format not supported: Convert to PDF, PNG, JPG, or SVG

  • Upload fails: Check connection, try smaller files

  • Can't see documents: Refresh page, verify permissions