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.

Andrew Garcia avatar Karen Gordon avatar Colin Connor avatar +2
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 deleted.
Colin Connor avatar
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.
Dominique Cheek avatar
Written by Dominique Cheek
Updated this week

Can Limited Users add Suggested Files on project?

Here's how Limited Users can interact with Suggested Files on your projects.
Colin Connor avatar
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
Andrew Garcia avatar
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
Karen Gordon avatar
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.
Colin Connor avatar
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.
Colin Connor avatar
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.
Melissa Teague avatar
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.
Colin Connor avatar
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.
Colin Connor avatar
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
Colin Connor avatar
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
Andrew Garcia avatar
Written by Andrew Garcia
Updated over a week ago