Clients and the portal
Add photos and videos to a comment
Attach photos and videos to any comment or message, up to 10 files per post and 100 MB each. On a phone you can take a photo or video straight from the camera. PDFs, such as a quote, can be attached to approval requests.
- Open the task or the project conversation.
- Click the paperclip in the comment box to attach photos or videos. On a phone, tap the camera to take one on the spot. You can also paste an image into the box.
- Write a note if you like, and post it.
Attachments follow the comment: on an Internal comment only your team sees them, and on a shared one your client sees them too. Clients can add photos and videos to their messages as well.
Limits
- Up to 10 files per post, 100 MB each.
- Photos and videos on comments and messages. PDFs only on approval requests.
- Field and up can upload. Viewers can't.
If a file doesn't upload, remove it or add it again, then post. Files you uploaded but never posted are deleted after about a day.
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Related articles
- Comments and messagesEach task has comments, and each project has a Conversation on its Client tab that your client always sees. Task comments are Internal by default, so only your team sees them. Switch one to Shared with client when you want your client to see it.
- Ask your client to approve a changeOn the project's Client tab (Owner on commercial projects), click Ask under Approvals and say what needs approving. Your client approves or declines it in their portal. Their answer is final and goes on the record with their name and the date.
- Upload plans and other documents to a projectOpen the project's Documents tab and click Upload. Choose or drop one file of any type, up to 100 MB, give it a name and a category, and click Save. Field users and up can upload on the projects they work on.
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