Add Items to a Message in the Conversations Tool

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Objective

To add attachments or link items to a message in the Conversations tool.

Required User Permissions:
- You must exist in a project's Directory.
  Note: You can only add items from the project that you have access to.
Additional Information:
- You can add up to 10 attachments to a message.
- The maximum file size for an attachment is 100MB.
- You will only see items that already exist in the project and that you have permission to view.
- To see what types of items you can add or link to a message, see What items can be added to a message in the Conversations tool?
- To see which files can be previewed in Procore's viewer, see Preview a File in the Project Level Documents Tool.
- If you want to remove a file or item that you've added before sending the message, click the x next to the item's name.

Navigate to the Conversations tool (click the conversations icon in the Procore header).
Start a new message or open an existing conversation. See Send a Message in the Conversations Tool.
Click the plus icon and select one of the following options:
Note: Click a link below to view additional steps.
- Upload Files from Your Computer: Allows you to upload files from your computer.
- Link Project Items: Allows you to link to other items in the project.
- Add Files from Procore: Allows you to add files from the project's Documents, Drawings, or Forms tools.
When you are ready to send your message, press the ENTER or RETURN key on your keyboard, or click the send icon.

From your message, click the plus icon and select Upload from Computer.
Select one or more files from your computer that you want to upload.
Tip! You can also drag and drop files.
Click Open to attach the files to the message.

From your message, click the plus icon and select Link Project Items.
In the search bar, enter a keyword or tool name to find an item that you want to add to your message. See What items can be added to a message in the Conversations tool?

Note: You will only see items that already exist in the project and that you have permission to view.
Click the item to add it to the message.

From your message, click the plus icon and select Add Files from Procore.
Click the tool that you want to attach files from.
Note: Currently, you can add files from the project's Documents, Drawings, and Forms tools.
Find the files that you want to attach.
Note: You will only see items that already exist in the tools and that you have permission to view.
Click one or more files that you want to attach.
Click Attach to add the files.