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Project Files

Overview​

Project Files lets you view and manage files that are uploaded to a project. In this feature, you work with a project’s file records and their associated files and details.

How to access​

  1. In the Compass sidebar, go to Projects.
  2. Open a project to view its details.
  3. Click the Files tab.

Key features​

  • View a project’s files in the Project Documents table.
  • Upload a file using Upload Attachment.
  • Delete a file using Delete file.

Field descriptions​

Project Documents table columns​

  • Actions: Use available actions for the file record.
  • Title: The file title.
  • File: The uploaded file.
  • Description: A description of the file.
  • Date Created: The date the file record was created.
  • Uploaded By: The user who uploaded the file.
  • Uploaded Documents: Label used for uploaded files within the project.
  • Attachments: Label used for attachments associated with the project.
  • File: The file associated with the record.