Uploading PDFs, images, videos, and other files into your tasks is a breeze with Sydnee Client Portals.
This video will guide you through the simple steps to attach files to any of your tasks, enhancing your workflow and keeping everything organized.
Video Transcript
“It’s easy to upload PDFs, images, videos, and any kind of file into any of your tasks. Let’s take a look at how. First, navigate to any of your tasks. I’m in the My Tasks section. Click on a task, and you’ll see the “Attach Files” button. You can click it, which will open up your file explorer window, allowing you to choose any files to add. Alternatively, you can just drag and drop files directly into the task.
Here’s how it works: I’m going to bring up some items off screen, drag them in, and as they load, they’ll show up in the task. For example, we have a signed contract here, which is a PDF, and an image. You can click the file to open it in full screen to take a closer look. Additionally, you can go to the options menu for each file to download or delete the file.” – Connor Bearse
