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πŸŽ₯ Adding Documents to Projects
πŸŽ₯ Adding Documents to Projects

How to upload Word docs, PDFs, presentations, emails, and more!

Gillian Hood avatar
Written by Gillian Hood
Updated over a year ago

Welcome back! In this short clip, I'll show you how you can easily add documents to a project. While Nexl isn't a document management system, it can be a convenient place to centralize a couple of key documents and make them available from within a project. Ok, here we go!

As you may have noticed, the document section is located in the 4th tab in Nexl projects.
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There are two ways to add a document: you can pick a document from your local hard drive via drag-n-drop or by selecting it from your files. Or, if the document has a public URL, you can enter it in the pop-up window. For customers that use a cloud-based document management system, it may be more convenient to link to the document rather than upload it.
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The benefits of linking a Document with its URL are that you can leverage your existing permission levels within your document management system, and that you can link to the most recent version of a document, in case it was updated outside Nexl.
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Please note that you can upload all kinds of files - Word documents, PDFs, pictures, emails, PowerPoints, and more. Any common format will be supported by Nexl.
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To access any uploaded files, just click on the document to open or download it.

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