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 appropriate project or lead in the Quick Select section.
- 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:
- Select Link Existing.
- 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.
Select the files and select Link & Close.
You can only link existing files that were uploaded to records within the same project or lead.