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Using the File Cabinet

The File Cabinet allows you to upload and store all your marketing files – PDF output, spreadsheets, presentations or any other important files you need to access.

Use the folders to organize your files, as well as the sorting and filtering features in the table to the right.

Store Marketing Files with Projects

Create a folder:

Create a Folder in the File Cabinet

Upload a file:

File Cabinet Upload a File

Download a file:

File Cabinet Download File

Access file you’ve already uploaded to a specific project from the Project Details view. When you upload a file directly from a project, the project folder is automatically added to the main Project Documents folder here and you can also access those documents in the table to the right:

File Cabinet Project Folders

And, if you’re like to add files to your project from the Project Details screen, here’s how:

File Cabinet Add a File to a Marketing Project