Keep your documents organized by attaching them to a project. You can configure this directly from Document Settings or create a document from within a project.
Attaching a document to a project
To attach a document to a project:
Open the document you want to attach.
Navigate to Document Settings.
Select the Projects dropdown menu.
Select the project you'd like to link the document to.
Once linked, the document will appear within the selected project.
Creating a document from within a project
You can also create a document directly from a project. To create a document from within a project:
Open the project you want to add the document to.
Navigate to the Overview page.
Under Documents & Links, select the + icon.
Select Add document.
For both options, the document will be automatically linked to the project and visible to your clients in their Client Portal.