Files and signatures
Add a file to the File Library
Admins onlyAll plans
Upload a document once so you can attach it to tasks or share it with your clients.
Where:SidebarFile Library
- Select File Library in the sidebar.
- Select Upload file.
- Drag a file into the box, or select the box to browse for one.
- Check the Display name. Hydi fills it in from the file name, and clients see it.
- Enter a Description (optional) if you want a note for yourself. Clients do not see it.
- Select Upload.
Good to know
- Hydi accepts PDF, JPEG and PNG files up to a size limit, and refuses a file whose contents do not match its type.
- Clients cannot see a file until you attach it to a task or share it with them.
Related
- Attach a library file to a taskGive the client a document from your File Library to read or review with a task.
- Share a library file with your clientsMake a file available to every client from the Documents button on their portal.
- Rename a library fileChange the name clients see for a file, or the note you keep for yourself.