INTENDED SEARCHES: project documents, project gallery, project files, project photos
Project documents and galleries store files or photos connected to a project.
Use them when a project needs supporting records such as contracts, work photos, progress photos, plans, attachments, or customer-facing visuals.
Basic process:
1. Open the project.
2. Find the documents, files, or gallery section.
3. Upload or review the related files.
4. Confirm whether each file is internal or customer-facing.
5. Remove or replace incorrect files if your permissions allow it.
Before saving or relying on this record, check:
- Correct project.
- Correct file type.
- Internal vs customer-facing.
- Duplicate or outdated files.
Why this matters:
Project files help keep long-running work organized instead of spreading photos and documents across unrelated records.
Support note:
If the customer cannot find the option, cannot save the record, sees different fields, or receives an error, they should contact support with the record name, page they were on, what they clicked, and a screenshot if possible.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article