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 files from your local drive, select one or more files from your drive and drag them to the Drag files here area within the Linked Files section.

     Alternatively, select Add to find and upload files from your local drive.

     Unsupported special characters in filenames are automatically replaced with underscores (_).
   • To link existing files that have already been uploaded to Sage Construction Management, do the following under the Linked Files section:
     1. Select Link Existing and 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 in the dialog lists only features with existing linked files.
     2. Optionally, select the Feature Name to filter the results, if applicable.
     3. Select one or more files from the list.
     4. Select Link & Close.
     You can only link existing files that were uploaded to records within the same project or lead.