Manage Your Files

Articles here help explain how to upload & manage your files. From contracts, to beautiful images of your events, store and tag them here for quick access.

19 articles in this collection
Written by Andrew Garcia, Karen Gordon, Colin Connor and 2 others

Client, Company, or Venue Files

How can I find the last sent version of a project from the Files section?

Here's how you can find the last version of a quote or an invoice if the project was changed.

Written by Colin Connor
Updated over a week ago

What is the Total File Storage Limit per Project?

Here's a quick tip on storing files in your projects.

Written by Dominique Cheek
Updated over a week ago

Can Limited Users add Suggested Files on project?

Here's how Limited Users can interact with Suggested Files on your projects.

Written by Colin Connor
Updated over a week ago

File Permissions (Upload & Tagging)

This article explains which users can upload, edit, delete, and tag files

Written by Andrew Garcia
Updated over a week ago

How to see and print a copy of an electronically signed contract

How to print a copy of an Invoice if the customer or a client signed it online

Written by Karen Gordon
Updated over a week ago

How can I rename my files on a project?

Here's how you can rename your files on a project.

Written by Colin Connor
Updated over a week ago

Why aren't my PDFs opening?

Here's why your pull sheets or other PDF documents may not be opening on your end.

Written by Colin Connor
Updated over a week ago

What is a Receipt of Goods and Services?

Here is a description of a Receipt of Goods & Services form.

Written by Melissa Teague
Updated over a week ago

How can I store event paperwork for a project?

Here's how you can keep all the important documents for a project at your fingertips.

Written by Colin Connor
Updated over a week ago

How can I store event photos for my projects?

Here's how you can use Files to save any event photos or documentation for future use.

Written by Colin Connor
Updated over a week ago

How can I delete a file?

Here's how you can delete a file from your Files section

Written by Colin Connor
Updated over a week ago

Auto-Attached Client Files

This article explains how files sent by the client are attached to the project

Written by Andrew Garcia
Updated over a week ago

Tracking item movement with Files

Printing a Receipt of Goods and Services

Locate, print, or download a copy of a receipt for services and goods in a contract

Written by Karen Gordon
Updated over a week ago

How can I create a custom pull sheet?

Here's how you can use the Excel export of your pull sheet to create a custom pull sheet for your team.

Written by Colin Connor
Updated over a week ago

How do I download my project documents?

Learn how to download Contracts, Payment History, Schedules, Pull Sheets, or Receipt of Goods and Services.

Written by Karen Gordon
Updated over a week ago

How can my client digitally sign the Receipt of Goods and Services?

Here's how your team can save the Receipt of Goods and Services to their iOS device so the client can sign for delivery digitally.

Written by Colin Connor
Updated over a week ago

How can I show my amount due on my Receipt of Goods and Services?

Written by Colin Connor
Updated over a week ago

How do I print out my project documents?

Learn how to print Contracts, Schedules, Pull Sheets, or Receipt of Goods and Services.

Written by Karen Gordon
Updated over a week ago

How can I print a Pull Sheet by category?

Here's how you can print a Pull Sheet for a specific department in your company.

Written by Colin Connor
Updated over a week ago