Documents & Images
Add documents to projects, contacts and staff. Share project documents to the portal to collaborate with internal staff and external contacts on the project tasks and documents.
- Project invoices folder
- Move files between folders
- Download a file from the documents folder
- Bulk edit options for files
- Uploading files to the documents folder
- Re-generate a folder
- Delete a folder
- Edit a folder name
- Add a folder
- Revision numbers
- Transmittals
- Outlook Add-in
- Documents overview
- Staff documents
- Proposal documents
- Project image gallery
- Project documents
- Synergy Outlook add-in
- Transmittals
- Create a copy of an existing document template
- How to download an invoice document for edit
- Setup portal access for project contacts
- Project documents
- Invoice documents
- Credit note documents
- Folder templates