Uploading documents: Difference between revisions

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In the Documents section, you can upload files directly to a specific project or upload them to Planfix without a project.
To upload a document, you must:
*Select the desired project / project folder in the left-hand panel. If you wish to upload a document to Planfix without a project, you must select the "Documents without project" section in the left-hand panel.
*Click the '''New file''' button:
https://s.pfx.so/pf/Vl/5nOkVW.png
Select an upload method:
https://s.pfx.so/pf/Yq/ReICQk.png
==Upload methods==
*[[New file]]
*[[Link to online document | Link to an online document]]
*[[Dropbox file]]
*[[Google Drive file]]
== Go To ==
== Go To ==
*[[Documents]]
*[[Documents]]
*[[Feature Description]]
*[[Feature Description]]

Latest revision as of 19:56, 3 May 2021

In the Documents section, you can upload files directly to a specific project or upload them to Planfix without a project.


To upload a document, you must:

  • Select the desired project / project folder in the left-hand panel. If you wish to upload a document to Planfix without a project, you must select the "Documents without project" section in the left-hand panel.
  • Click the New file button:


5nOkVW.png


Select an upload method:


ReICQk.png


Upload methods


Go To