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Files

Share documents, access reports, and manage project artifacts.

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Uploading Files

  1. Go to project Files tab
  2. Drag and drop or click to upload
  3. Files visible to all participants

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Supported Formats

  • Documents: PDF, DOCX, TXT
  • Spreadsheets: XLSX, CSV
  • Images: PNG, JPG
  • Archives: ZIP

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File Organization

  • Create folders for organization
  • Use descriptive names
  • Keep files organized

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Security

All files are:
  • Encrypted in transit and at rest
  • Access-controlled to project participants
  • Retained for project duration + 7 years
See Expert Files Guide for more details.