Uploading Files
You can upload Files one of two ways:
Uploading Files from the CRM Portal
- From the Projects Page
- Navigate to the Projects Page in your navigation bar
- Select the project for which you want to create a new proposal.
- From the Client Page
- Navigate to the Client Page in your navigation bar
- Select the client that owns the project for which you want to create a new proposal
- Scroll down and select the Projects tab.
- Select the Project you want to add a photo for.
- Scroll down to the Files Panel.
- Click the green Upload button .
- Click Browse.
- Select the file you would like to upload.
- Rename the file if you wish.
- Select the Upload Button.
- Your File is now uploaded!
NOTE: Any file type can be uploaded to Tinsel, however, in its current stage, only photos are able to be viewed within Tinsel. Any other file would need to be downloaded to be viewed.
Uploading Files from the Employee Portal
- In the Employee Portal, navigate to the project one of two ways:
- From the schedule, click on a project, OR
- In the project tab, click on a project.
- Locate the Notes Panel
- Click the green Upload button .
- Click Browse.
- Select the file you would like to upload.
- Rename the file if you wish.
- Select the Upload Button.
- Your File is now uploaded!
NOTE: Any file type can be uploaded to Tinsel, however, in its current stage, only photos are able to be viewed within Tinsel. Any other file would need to be downloaded to be viewed.
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