How do I upload and manage project documents?

Overview

You can easily upload and manage all your project-related documents within the Attachments section in X-Pro. This helps you keep all files organized and accessible in one place.

Uploading Project Documents

• Navigate to the project and then click on the Attachments tab from the left-hand menu.

• In the upload area. Drag and drop your file into the designated box or click on Select file to upload from your system.
• Your file will be uploaded and listed in the attachments table. Supported file formats include: .doc, .docx, .pdf, .xls, .xlsx, .png, .jpg, .jpeg, .svg

Managing Uploaded Documents

Once files are uploaded, you can manage them directly within the Attachments section:

• View Files

Uploaded documents appear in a list with details like: File name, File size, Last modified date

• Use the Search Attachments bar to quickly find specific files.

1. Each file includes an Action option, allowing you to:

• Download the file
• Delete or replace it (based on permissions)

Updated on: 06/22/2026