How to Share and Manage Project Files

Overview

The Files tab keeps all project documents in one place, and lets you decide which files the customer can see and which stay internal.

Steps

1. Open the Files tab and upload files, or add an external file link.
2. Toggle each file's visibility to share it with the customer or keep it internal.
3. Download all files at once when you need a full copy.
4. Use bulk actions to manage many files together.

Tips

• Double-check visibility before uploading sensitive documents to a customer-facing project.