Uploading Documents

Centralize files and keep them accessible to your team by uploading contracts, forms, riders, or any critical document.

What you can do

• Attach any file to a contact, company, project, event, or resource
• Tag uploads for fast search and sorting

How to upload

1. Go to the relevant entity (e.g., Project, Event, Resource)
2. Open the Documents tab
3. Click Add document
4. Select the file and add a tag or description
5. Save

Tip Favor clear tags and filenames for compliance and speed in collaborative workflows.

Related guides

• Overview of documents
• Sharing documents