Skip to main content

Uploading files to a Lead or Job

Keep all your files in one location for easy access

Updated over 3 weeks ago

To add a file to a Job or Lead, first navigate to the relevant Lead or Job > Files.

Click  to add and browse your network files or Drag and drop files into the files section. You can click  to set up custom folders to store and organise your files. Click the three dots to the right of a file to download, rename, or delete a file. 

See this article to learn how to restrict access permissions to your files/folders.

Did this answer your question?