Messaging on all plans; uploads on Pro and Business

Keep files and conversations with the work

Use the right place for project files, deliverable feedback, and broader conversations.

Choose the right place

Use a deliverable comment for feedback on one piece of work. Use Messages for a broader conversation with its participants. Use a project’s Files tab for project documents, and the Files library for reusable material.

Upload and share a file

Open the relevant project or deliverable and use its upload action. Wait for confirmation, then check that the file is listed. When using the library, link the file to the intended project or item so it is available in the right context. Check the audience before sharing sensitive material.

Check storage and access

Pro includes 50 GB and Business includes 500 GB of file storage. If an upload fails, check the on-screen size or file-type message and your storage allowance. A file existing in your library does not mean every client can see it.

Avoid duplicate conversations

Keep replies in the relevant thread or deliverable so the next person can understand the decision. Notifications help people find updates, but do not replace an explicit quote or change-order approval.

Still have a question?

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