Collaborating
See how to share projects, communicate easily, and upload files.
- PDF Options and Customizations
- Share Your Project with External Users
- Upload and Delete Files
- Embed Your Project Using an iFrame
- Markdown Formatting for Comments
- Email Notifications
- Delete comments
- Request Progress Updates
- Communicate on Your Tasks with Comments and Notes
- RACI (Assigning task roles)
- Manage Teams
- Adding and Managing Subcontractors (Available in the Builder Plan)
- Client Portal - Client Access & How-to
- Client Portal - Manager Access (Available on Select Paid Plans)