Add or link files to a project or lead

1. Go to Projects or Leads and select the lead or project from the list.
2. Select the Linked Files tab.
3. Do the following as needed:
   • To upload new files, select Add and upload files from your local drive, or drag and drop them into the Drop files here area.
   • To link existing files from the project's or lead's records, do the following:
     1. Select Link Existing.
     2. Select one of the following options:
        • Drawings & Specs to link drawing log and specification files.
        • Photos to link photos.
        • All Other Records to link files from any other record types.
          The dropdown lists only features with existing linked files.

     3. Select the files and select Link & Close.

     You can only link existing files that were uploaded to records within the same project or lead.