Attach a File to a MOR or Project
To attach a file to a MOR or project
- Open the MOR or project
- Open the Messages tab
- Click the blue plus to add a new message
- Click the paper clip > click Upload File > select the file you wish to upload.
- The system will confirm when your upload is complete
- Add a Subject and Send the message. If the document is important, you may consider pinning the message.
To add a link to a file in your cloud storage system
- Open the MOR or project
- Open the Messages tab
- Click the blue plus to add a new message
- In the text editor toolbar, select insert hyperlink (depending on your screen size, it may be buried in the toolbar's three-dot menu).
- Select Simple Link
- Add the web address to your cloud file and the Text you want to appear as hyperlinked in the message.
- Add a Subject and Send the message.
Tip: you can also type @ > open Insert Link To > and select Simple Link.
To open an attached file
- Open the MOR or project
- Open the Messages tab
- In the message stream, find the message with your desired attachment. Messages with attachments will have a paper clip icon.
- Once you find the desired message, click the message's three-dot menu and select Open File
- The file will appear in your computer's Downloads folder.