Add or link files to a project or lead

1. Go to Projects or Leads and select the appropriate project or lead in the Quick Select section.
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.