How to Upload a Contract Into a File

Each vendor contact record you create in the Contacts tab of each project provides a happy habitation to continue and share important vendor files. From brochures, toll lists, proposals, and contracts from your favored vendors, having ane place to store these of import files makes them easy to find, for both you, your team, and your clients.

Once you lot've created a vendor Contact Tape within a project, you tin upload whatsoever file (pdf, doc, xls, png, jpg, etc.) to the right side of that vendor record past dragging and dropping it into place or using the gilded Add together to Contact button towards the top left of your vendor tape to browse your estimator for files.

You can also use the "file" space to the right of each contact record to get-go a word with your clients, or to let them know a file has been uploaded. We also like to use this comment stream to request and certificate approvals and document change requests.

And, when it comes to uploading files, your clients won't exist notified each time you upload a file; however, if you add together a comment indicating you lot just uploaded a file, they'll receive both in electronic mail and in-app notification, forth with a link that takes them directly to this page in Aisle Planner. Considering of that, information technology's always helpful to innovate what the file is, and what you lot'd like the client to exercise as side by side steps to go along the brawl moving forwards!

Renaming Vendor Files Once Y'all've Uploaded Them Into Aisle Planner

Sometimes the names of files you sent from vendors don't make any sense, so in one case you lot've uploaded them into Alley Planner, you can always rename those files. To rename any file you've uploaded to a contact tape, simply click on the file name and type in the new proper name.

To view the original file proper name, you can always use your mouse or track pad and hover over the file proper noun on brandish to view. We like this pick just in case we demand to reference that original name when speaking with vendors!

Here's a quick video to prove you lot how's it'south done!

Keeping Track of Multiple Versions of a Vendor File, Contract, or Certificate

Information technology's pretty common to have multiple versions of a file, particularly when it comes to things like floral, and catering proposals, not to mention equipment rentals quotes and stationery designs.

Keep every single version of vendor proposals within Aisle Planner, so y'all tin easily look back at previous versions equally needed.

When you use your mouse or trackpad to hover over the file you'd similar to preview, print, download, or delete in a Contact Record, y'all will see the vertical More Options menu appear. Click on that and you'll see additional actions you tin can take with the uploaded file: Preview, Download, and Delete. Run across below for specifics of each.

Previewing and/or Printing a File

If you need to rapidly view a document without downloading it to your computer, simply click on "Preview" and in a new browser tab, you will be able to come across what the file looks like. Multi-page documents can exist scrolled through, zoomed in or out, and printed correct in that location from your browser. You lot can also view a jpg, png, or gif by selecting the Preview option. Your web-browser volition display these image files, so if you'd like to print them, but choose to print the browser window.

Preview supports the following file types:

• Adobe .PDF

• Microsoft Excel .XLS and .XLSX

• Microsoft Word .DOC and .DOCX

• Microsoft Powerpoint .PPT and PPTX

• .PNG, .JPG, .JPEG, and .GIF

Please note that all Adobe and Microsoft file formats will open up in "View Simply" while epitome file formats will open using your web browser's file preview function. Apple Pages, Numbers, and Keynote files, every bit well .MOV, .SVG, .TIFF, and .WEBP formats are not supported at this time.

Downloading a File

Need to download a file so y'all tin can email it out to someone that isn't a project planning partner? Just click on "Download" and the file volition download to your computer.

Deleting a File

Deleting an uploaded file is simple. Just select "Delete," confirm the action,
and—poof—information technology'due south gone.

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Source: http://help.aisleplanner.com/en/articles/2126693-uploading-contracts-and-other-files-into-a-project

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