Before you start
Project Files are not available on Basic or Pro. Upgrade your plan to take advantage of this feature.
You can upload .pdf,.doc,.docx,.xls,.xlsx,.csv,.txt,.jpg,.jpeg,.png, and .numbers files. File size must be 100 MB or less.
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; here's what they'll need.
Standard Users can add the existing Project Files to Projects.
Managing Project Files is only available on the web app.
On the web
How to Upload a Project File
Log in to CompanyCam.
Click Templates on the left-hand navigation bar to open the Template Manager.
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.
Now that you've uploaded a Project File, here's how you can add it to a Project Template.