This article is for Users who can the Pipeline tab (upper right).
If you see Data Rooms in the top right, see the article here.
1. On the main pipeline view, click on the Tasks icon on the project card the document is related to.
2. Select the task from the task tree the document is related to. A side panel will open to reveal more data connected to this task.
3. Add the document by pressing the +Document button in the middle of the side panel and selecting it from your locally saved files.
You can also drag and drop in a file, or a folder.
Be aware that when you drag in an entire folder, the documents will be uploaded, but the folder structure will not.
4. Check the Permission tab on right side menu on this panel to find out and update which groups have access to view or edit this task. Only Admins (including Process, Project, and Task Admins), can access the Permissions tab.
