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Files & Messaging

Uploading files, using chat, and keeping updates visible inside the workspace.

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Getting started

Start with these steps

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1

Upload files inside the project or storage section.

2

Use messages to keep the latest context in one place.

3

Share files from the project instead of sending attachments manually.

4

Watch unread indicators in the inbox for new activity.

5

Keep team discussion and client discussion separate.

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How it works

Upload files

Open the project and go to Files.

Upload the file from your device.

Files added to a project also appear in global storage.

Storage usage counts against the workspace owner's plan.

Use project chat

Send project-specific messages from the project or inbox.

Use the client chat for messages the client should see.

Use team discussion for internal notes.

Unread indicators show where new messages arrived.

Keep context together

Avoid sending files in separate email threads.

Keep revisions, messages, and uploads inside the project.

Use the portal link when the client needs to review work.

This keeps the timeline easier to follow later.