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Upload/Download files and folders to the project files area

Learn how to upload and download files and folders in the ProjectTeam Project Files area, including supported methods and best practices for managing project documents.

Overview

The Project Files area gives you a central place to upload, download, and organize documents for each project. You can add individual files, multiple files, or entire folders and download items whenever you need offline access or want to share information outside the system. All actions are permission-based, so you will only see and interact with folders you have access to.

This help page explains how to upload files and folders, how to download single or multiple items, how to use drag-and-drop or the upload menu, and what to expect when working with large files. You will also learn how versioning works, how permissions affect upload and download capabilities, and best practices for keeping your project documents organized.

Upload Files

  1. In the file management area, users can navigate to the appropriate folder and upload files in a couple different ways, including:
    • Using the Upload button to navigate the user's file explorer
    • Drag and dropping files to a specific area under the existing file list

Upload Folders

  1. In the file management area, users can navigate to the appropriate folder and add subfolders in a couple different ways, including:
    • Using the New Folder button, then adding a folder name
    • Drag and dropping folders to a specific area under the existing file list (Note: No files contained in the folder structure will be uploaded, only the structure itself)


Download Files

  1. In the file management area, users can navigate to the appropriate folder and click the checkbox next to each file they want to download.
  2. In the popup menu, click the Download button.
  3. The files will be downloaded into a zip folder and saved on your computer.

Download Folders

  1. In the file management area, users can navigate to the appropriate folder and click the checkbox next to each folder they want to download.
  2. In the popup menu, click the Download button.
  3. The folders, including all subfolders and files, will be downloaded into a zip folder and saved on your computer.