How to Upload a File
All files will default to private when uploaded.
Upload a File to a Project
Click on the "Projects" option located in the main menu to the left of your screen.
Open the project you would like to upload a file by hovering over the project and clicking on the view eye icon.
Select the "Files" tab below the Project header.
Open the project folder by clicking on it.
Navigate to the desired folder and click the "Upload File" icon.
A pop-up window will appear. Click the "Select File" button to upload a file from your device.
Title the file and select a category from the drop-down menu.
Set the expiration date to correspond to when your license expires.
Fill out the description, if applicable, and click "Upload File" to save the license to the desired Location.
Upload a File to a Task
Click on the "Projects" option located in the main menu to the left of your screen.
Open the project you would like to upload a file by hovering over the project and clicking on the view eye icon.
Open the task or sub-task you would like to upload a file by hovering over the task and clicking on the eye icon.
Scroll to the bottom of the task pop-up window and select the "Files" tab.
Click on the upload file icon.
An upload box will appear where you can either drag & drop your file or click on the box to locate the file within your device.
Click the "Upload" button to add the file to your task.
After making your modifications, click "Update" to save and exit.
Uploading Files to a Location
Click on the "Locations" option located in the main menu to the left of your screen.
Open the project you would like to upload a file by hovering over the project and clicking on the view eye icon.
Select the "Files" tab below the Location header.
Open the location folder by clicking on it.
Navigate to the desired folder and click the "Upload File" icon.
A pop-up window will appear. Click the "Select File" button to upload a file from your device.
Title the file and select a category from the drop-down menu.
Set the expiration date to correspond to when your license expires.
Fill out the description, if applicable, and click "Upload File" to save the license to the desired Location.
Uploading Files to a Location Field
Click on the "Locations" option located in the main menu to the left of your screen.
Open the project you would like to upload a file by hovering over the project and clicking on the view eye icon.
Identify the field within the location interface where you would like to add the file.
Find the field you would like to upload the file to and click the "circled +" icon.
Uploading Files to a Company
Click on the "File Library" option located in the main menu to the left of your screen.
Open the company folder by clicking on it.
Navigate to the desired folder and click the "Upload File" icon.
A pop-up window will appear. Click the "Select File" button to upload a file from your device.
Title the file and select a category from the drop-down menu.
Set the expiration date to correspond to when your license expires.
Fill out the description, if applicable, and click "Upload File" to save the license to the desired Location.
And that's it! You've successfully uploaded a file using GreenSpace. With this simple process, you can quickly save your important documents to the associated tasks, projects, and locations. If you have any questions or need further assistance, please don't hesitate to reach out to our support team. Happy file management!