Uploading documents: Difference between revisions

From Planfix
Jump to: navigation, search
(Created page with "== Go To == *Documents *Feature Description")
 
No edit summary
Line 1: Line 1:
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:
<screenshot>
Select an upload method:
<screenshot>
==Upload methods==
*[[New file]]
*[[Link to an online document]]
*[[Dropbox file]]
*[[Google Drive file]]
== Go To ==
== Go To ==
*[[Documents]]
*[[Documents]]
*[[Feature Description]]
*[[Feature Description]]

Revision as of 19:52, 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:


<screenshot>


Select an upload method:


<screenshot>


Upload methods


Go To