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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.
How can my clients digitally sign their contracts in person?
How can I find the last sent version of a project from the Files section?
What is the Total File Storage Limit per Project?
Can Crew Users add Suggested Files on project?
File Permissions (Upload & Tagging)
How can I view and print a copy of an electronically signed contract?
How can I rename my files on a project?
Why aren't my PDFs opening?
What is a Receipt of Goods and Services?
How can I store event paperwork for a project?
How can I store event photos for my projects?
How can I delete a file?
Auto-Attached Client Files
Printing a Receipt of Goods and Services
How can I create a custom pull sheet?
How do I download my project documents?
How can I show my amount due on my Receipt of Goods and Services?
How do I print out my project documents?
How can I print a Pull Sheet by category?
What is the Electronic Receipt of Goods and Services?