Drag-and-Drop Your Files & Attachments

Today marks the release of an upgrade to the Attachments Module (including integrations with Google Drive, DropBox, Box, SkyDrive and more)-- Now, you can drag-and-drop files straight into folders, making it easier than ever to organize your work and collaborate with your team.

Drag-and-Droppable Files

Prior to this upgrade, moving your files around meant having to delete and re-upload them. Usability score: zero. That’s why we’ve built the latest drag-and-drop function so that you and your team can organize with freedom and flexibility. Just head over to your Attachments area for any Client, Sale, Project, Issue or Retainer. There, you'll be able to upload files from (almost) anywhere. Once you've got them in there, you'll be able to add folders, drag here, drop there and get organized.

Clients can play, too!

If you haven’t made use of it yet, the Client Portal now has an Attachments Module of its own, allowing clients to view, organize and upload their own files (depending on your permissions, of course). For more information, visit our related blog post. 

Learn more about Attachments

For more information on the all-new Attachments Module, featuring integrations with Dropbox, Box, SkyDrive, Google Drive and more, check out our blog post. For a quick introduction, watch the video tour below: