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Adding Attachments

This article explains how to add an attachment to a task.

Updated over a year ago

=> Users can now add attachments through their web browser. The following file types are supported:

  • PDF, DOC, DOCX, PNG,J PG, TXT, CSV, TIFF, XLS, XLSX

NOTE: Only PDF attachments can be printed with the main document.

Upload attachments

  1. Open a task from the task list.

  2. Click on the ATTACHMENTS tab.

3. From here you can either
a. Drag and drop one or more files to this page;
b. Click the section to browse your computer for the required file(s).

=> The file(s) will be listed on this page.

  • If your attachment is a PDF you can include it as an additional page on the final document.

4. Click on SEND to save the attachments to the current task.

  • At any time you can upload more attachments.

Download attachments

  1. On the ATTACHMENTS tab, click on the '3 dots' to the right of the attachment under Action.

2. Select DOWNLOAD.

  • The other option in this menu is to DELETE the attachment. As soon as you select DELETE the file will be gone.

If you have any more queries, please do not hesitate to contact our Helpdesk or

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