Before you start
Plan Requirements:
This feature is available on select plans. If you’re interested in access, our team is available to help walk you through your options.
Permission Roles:
To upload and manage Project Files, you'll need to have the Admin or Manager role. If you don't have that role, ask an Admin on your company's account for permission.
Standard Users can add the existing Project Files to Projects.
Platform Availability:
Managing Project Files is only available on the web app.
Please note: You can upload .pdf,.doc,.docx,.xls,.xlsx,.csv,.txt,.jpg,.jpeg,.png, and .numbers files. File size must be 100 MB or less.
On the web
How to Upload a Project File
Log in to CompanyCam.
Click Templates within the left-hand navigation menu under Resources.
Click on the Files Tab and select + Upload File.
Click and drag your File(s) into the page, and they will upload into the Template Manager.
How to Add a Project File to a Project
Open the Project that you'd like to add a Company File to.
Click on the Files Tab.
Click on + Add Files and select From Saved Files.
Select the Box Icon to the left of the Project File you'd like to add.
Click on Add to Project, and the file(s) will immediately save to the Project.
FAQs
What file types are compatible with Project Files?
What file types are compatible with Project Files?
The following file types are compatible: .pdf, .doc, .docx, .xls, .xlsx, .csv, .txt, .jpg, .jpeg, .png, and .numbers files.
Is there a maximum file size I can upload for a Project File?
Is there a maximum file size I can upload for a Project File?
Yes. File size must be 100 MB or less.
Now that you've uploaded a Project File, here's how you can add it to a Project Template.