ElliboHelp Centre

Documents

Keep the project's files in folders, upload new versions, and find every file attached to tasks and comments.

Folders and files

Open a project's Documents tab.

  • Folder makes a folder (folders can go inside folders). Use the ... next to a folder to rename or move it; a project manager can remove it - what is in it moves up a level.
  • Upload adds files to the folder you are in. You can pick several at once.
  • Search finds files in every folder.

Versions

When a document changes, use ... > Upload a new version. The new file takes its place and the earlier versions stay listed under Versions, where you can open any of them. Deleting a document deletes its earlier versions too.

Team only

When the project has clients, a folder or a file can be Team only: clients never see it (or anything inside the folder). Everything else in Documents shows in their client portal, if the project lets clients see documents.

On tasks & comments

The On tasks & comments view lists every file attached to the project's tasks, issues and comments, with where it is attached.

Files are up to 25 MB each; your plan sets the total storage.

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