Manage project documents and document properties.

  1. From the top menu, select Track > Projects.
  2. Click the project entry.
  3. In the Grids area, click the Documents tab.
  4. In the document entry card, click the ellipse icon (  ), then perform any of these tasks:
TaskSteps
View the documentSelect View Document.
View or modify document properties
  1. Select Edit Document.
  2. (Optional) Replace the file by clicking the delete icon (  ), then dragging, pasting, or uploading the new file.
  3. (Optional) Modify the description.
  4. Click Update Document.
Download a document
  1. Select Download Document.
  2. Save or open the file.
Delete a documentSelect Delete Document, then click Okay.