Files and signatures
Share files, collect uploads and get documents signed.
How do I…
- Add a file to the File LibraryUpload a document once so you can attach it to tasks or share it with your clients.
- Attach a library file to a taskGive the client a document from your File Library to read or review with a task.
- Require a signature on a taskAsk the client to review your documents and sign to confirm, instead of marking the task done.
- Download a client's uploadsOpen or save the files a client has uploaded, for one task or across all their tasks.
- See who has signedCheck who signed a task, when they signed and what they agreed to.
- Share a library file with your clientsMake a file available to every client from the Documents button on their portal.
- Organise shared files by categoryGroup the files you share with clients under headings so they are easier to find.
- Rename a library fileChange the name clients see for a file, or the note you keep for yourself.
- Replace a library fileSwap a file for a newer version by uploading the new one, moving your tasks across and deleting the old one.
- Delete a library fileRemove a file you no longer use from your File Library.