Preview, download and share files

Summary Files can be attached to a Section Header in an SD. Open them with the Section Header's attachments button. In the FILES panel you can preview a file in a new tab, download it to your device, or copy its link to share it.

Steps

Step 1

On the Section Header's row, find the attachments button: the paperclip, first of the three icons at the right end of the row. A red number on it shows how many attachments are connected to that Section Header. Click it. The FILES panel opens on the right of the screen, listing each file with its name and, under the name, a date and time.

Step 2

To preview an attachment, click its image, at the left of its name. It opens in a new tab for you to view.

Step 3

To download the file to your device, click the green cloud with a down arrow, to the right of its name.

Step 4

To share it, click the Share button, the green icon at the far right of the file's row. It copies the attachment's link to your clipboard, so you can paste it wherever you want to share it.

Tip. To add a file to the Section Header, drag it onto the dashed drag-and-drop box at the top of the FILES panel, or click Browse in that box.