How to Access Project Files?

1. Upon successful login, expand Organization Settings from the left navigation bar.

2. From the options revealed, click Project Files. Doing so takes you to the Project Files screen.

3. Here, all the folders are displayed along with the files placed inside them.

4. Click the folder for which you want to view the files for. Doing so reveals all files placed in the selected folder.

5. To view a file, click the icon.

6. To delete a file, click the icon.

7. To delete a folder, click the button.

8. You can also link project files to opportunities. To know how that is done, refer to the How to Create an Opportunity? article.