Documents

The Documents section of the project is the place to store the main files that the project members can access and download.

Add and edit a document

To add a document:

– Click on the + New Document button

– type the document title

– select the document type

– upload the document

Please note that only users that have an admin and editor role on the project can add or edit a document.

screenshot showing the button to add a document in Excelway

To edit the title or type of a document: 

– click on the three dots at the right top corner of the document card

– Select Edit

screenshot showing the edit document button

View and download a document

All project members are able to download a document from Excelway, as well as view it within the app if the document is in PDF format.

Previous Intro to Boards
Next About
Skip ahead to: