How to: View project documents

From the Folders screen, users can view, download and edit their project documents and emails. 

Projects with attachments will display an arrow to the left of the Project name.

1. Go to the Folders screen
2. Click on an arrow next to a project name
3. View the Documents and Emails listed alphabetically (please note the different icons for documents and emails)
   
   
   
4. Click on an email or document name to view the document details on the right hand side of the page. Users can edit the title, add tags, change the privacy, send to DocuSign or download a copy of the document to their computer
5. Click on Save to save any changes made to the document details