Open and upload Project files on your phone

Use Files on the Project for documents and images. Quotes, Invoices and Certificates have their own record screens.

1. Open a file

1. Open the Project and choose Files.
2. Use Find a file to narrow the list.
3. Tap the filename.
4. Choose the appropriate viewing or saving option in your phone’s share sheet.
5. Check the filename and contents before relying on the document.

Opening a Project file needs a connection. The app’s temporary copy is not a managed offline work pack.

2. Upload a document

Choose Upload files, select the files and wait for them to appear in the list. Project files can be up to 20 MB each. Keep the original until you have opened the saved copy.

3. Share a commercial document

For a Quote or Invoice, use its own preview and sending controls so you review the version and recipient. Sharing a general file does not record acceptance or payment.

If opening or uploading fails

Keep the screen open, restore the connection and retry. Check the file list first if the upload may already have succeeded. Ask for the appropriate Project access if Files is unavailable.