Add or link files to an existing record

You can upload up to 10 files at once. The following files cannot be uploaded:

Files with an .EXE extension.
Files that are larger than 500 MB.

Go to Projects or Leads and select the lead or project from the list.
Select one of the following features:
- Drawings
- Specifications
- Project Directory or Lead Directory
- Estimates
- Prime Contracts
- Allowance Packages
- CPRs
- COs
- Prime Invoices
- RFPs
- POs
- PO COs
- Bills
- Subcontracts
- SCOs
- Sub Invoices
- Issues
- Journals
- RFIs
- Submittals
- Transmittal
- Daily Logs
- Meetings
- Work Orders
- Checklists
- Comply Notices
- Permits
- Punchlist Items
- Test / Inspections
- Safety Incidents
- Safety Meetings
- Site Hazard Assessments
Select a record from the list.
In the Linked files section, do one of the following:
- 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.
  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.