This guide covers how to upload, organize, and manage documents in Terial. Documents can be attached to Company, Property, Project, and Ticket pages for easy reference and sharing.

Step 1: Scroll down to the Documents tab on either the Project or Property page.

Step 2: Create a new folder within the Documents tab to organize files for the specific project/ property.

Step 3: Upload documents directly from your computer into the appropriate folder or in the All Files section of the Document Tab.

Step 4: Manage your documents by clicking the three dots next to a file name to rename, move, or delete. You can also drag and drop files into and out of folders by clicking and dragging on the file name.

Feedback or questions on the product? Email us at [email protected]