Skip to main content

Download a Document (Deal+)

  • Updated
  1. Download a document(s) from a Task by selecting the Task Line Item within the Project Overview.
  2. Hover over the file you want to download/view and select the download icon on the right-hand side.Screen_Shot_2022-03-30_at_6.29.24_AM.png
  3. Download documents in bulk from the Task line item by selecting the Download icon within the Documents section.
    1. To download documents within just that task, select "Task Documents".
    2. To download documents within that task and documents within the sub-tasks, select "Task and sub-task documents".

Screen_Shot_2022-03-30_at_8.27.58_AM.png

Was this article helpful?
0 out of 0 found this helpful
Return to top

Related articles