Project documents are available from the Documents card on a project's overview. Use this card to upload documents for the project, open them in a full-canvas reader, and keep the project's scope document within reach after setup.
Open the project you want to work in and go to its overview. Look for the Documents card.
Uploading and opening documents
Use the upload control in the Documents card to add a document to the project. Uploaded documents appear in the card.
Select a document from the card to open it in the full-canvas reader. This gives you a larger reading view without leaving the project context.
The project's scope document remains available from the Documents card, so you can open it alongside other project documentation.
Managing documents
Use the menu on a document's row in the Documents card to manage that document. From the menu, you can:
- Rename the document.
- Copy the document's text.
- Download the document.
- Delete the document from the project.
Deleting a document removes it from the project's Documents card. Use download first if you need to keep a local copy.
To check: the exact upload control and document-opening interaction, supported upload types and size limits, whether rename and delete show confirmation or save states, and whether all row actions are available for the scope document in the running app.