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Upload a File (iOS)

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To upload a file to your project's Documents tool on an iOS mobile device.

Things to Consider

  • Required User Permissions:
    • 'Standard' or 'Admin' on the project's Documents tool.
  • Additional Information:
    • You can upload the following file types from your iOS mobile device to the Documents tool: Microsoft Word documents, PDF files, Spreadsheets, and PowerPoint files.


  1. Navigate to the project's Documents tool on your iOS mobile device.
  2. Tap the folder you want to upload a file to.
  3. Tap the icon.
  4. Tap Upload File.
  5. Tap Select a File.
  6. Tap Browse to locate the file on your device. 
  7. Optional: Tap the following fields to add additional information:
    • Description: Tap the field to enter a description of the file.
    • Track: Tap the toggle switch to ON to enable tracking of the file.
    • Private: Tap the toggle switch to ON to set the file to 'Private.'
  8. Tap Save.
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