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πŸš€ Adding your Doc to a Project
πŸš€ Adding your Doc to a Project

Here's a guide to uploading your PDF files to the Signed Docs section of a Project.

Renata avatar
Written by Renata
Updated over a month ago

Steps to add a new file to your Signed Docs folders

1. Log into your account at app.onetrace.com

2. Select the Projects tab from the left-hand menu.

3. Select the Project.

4. Head to the Docs & Files section of the page.

5. Under Signed Documents, click on New Folder, or to the right.

6. Name your Folder and click on Add Folder.

✨ You can rename or delete your Folder if you click on the three dots.

7. Click into the folder you just created.

8. Click on + New Doc and add the PDF file of your choice.

9. Name your document, add a reference, upload the PDF file and click on Next.

✨ You can delete the file if incorrectly uploaded, by clicking on the bin.

10. Choose the Document Settings (Auto Assign, Block Job Sheet Creation, Set to Active when created) and click on Next.

11. Add the users who need to access the Doc, and choose them By Member or By Team. Click on Create Doc.


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