Internal Files

Internal Files

Internal files are files you want to maintain with the project, but do not want to share with a client.  These include any working documents you want to associate and maintain with a project.  You can upload and manage internal files in the "Internal Files" in:

  1. The project detail page.  The project detail page comes up when you click to open a project record.
  2. The client detail page. The client detail page comes up when you click to open a client record.