Files
Articles explaining how to upload, store, and manage files like contracts, permits, and photos within projects
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.
What is the Total File Storage Limit per Project?Here's a quick tip on storing files in your projects.
Can Crew Users add Suggested Files on project?Here's how Crew Users can interact with Suggested Files on your projects.
File Permissions (Upload & Tagging)This article explains which users can upload, edit, delete, and tag files
How can I view 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
How can I rename my files on a project?Here's how you can rename your files on a project.
Why aren't my PDFs opening?Here's why your pull sheets or other PDF documents may not be opening on your end.
What is a Receipt of Goods and Services?Here is a description of a Receipt of Goods & Services form.
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.
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.
How can I delete a file?Here's how you can delete a file from your Files section
Auto-Attached Client FilesThis article explains how files sent by the client are attached to the project
Printing a Receipt of Goods and ServicesLocate, print, or download a copy of a receipt for services and goods in a contract.
How can I show my amount due on my Receipt of Goods and Services?
How do I print out my project documents?Learn how to print Contracts, Schedules, Pull Sheets, or Receipt of Goods and Services.
How can my clients digitally sign their contracts in person?Here is how your clients can use In-Person Contract E-Signatures to sign their contracts in-store or on the go using a touchscreen device.