Upload files to a project
- Open a project and go to the Documents tab.
- Either drag files onto a category to file them straight into it, or click Upload and pick files from your computer.
- Watch the progress bar on each file.
Start the upload promptly. The upload link expires after 10 to 15 minutes, so on a slow connection with a very large file you may need to try again.
Switch between the two views
The Documents tab has a Categories view, grouping documents by category, with a Hide empty categories tick to keep it tidy. The Register view lists every version of every document with Valid and Superseded stamps, see Document register.Open a document
Click a document to open its details panel. From there you can edit its filename, description and classification, see its version history and download any version, or click Upload New Version. Each document in the list shows its file name, size, upload date, version number and who uploaded it. Download links are generated on demand and last a few minutes.Documents Arkata files for you
Some documents appear without anyone uploading them:- Authority emails: PDFs from PA and BCA correspondence that Arkata files, see How email filing works.
- Invoices and receipts: a copy of each invoice PDF when it is sent, and each receipt PDF when it is emailed.
- Task documents: files uploaded on a task are added to its project.
Delete a document
Partners and Admins only. Delete a document from the list and confirm.Next steps
Document categories
Organising files by purpose.
Document versioning
Uploading a revision without losing the old one.