Attachments and PDF review

Files on a task stay with that work item. In a PDF you comment on selected text or mark a region. Images can also carry markup.

What it is for

Attachments belong to a task: a brief, a design or a fillable PDF. The shared library for folders and company files is covered in the Documents documentation.

Comments on files: File comments.

Where to find it

Open a task and look for Attachments. You can also attach files while creating a task.

How it works

1. Attach a file to the task

   Use Add attachment or the plus next to Attachments. Anyone who can see the task can open the file.

2. Open a PDF in the viewer

   Click the file. The viewer shows the pages and the comment area. Fillable forms can be edited in the viewer when the plan allows it.

3. Comment on selected text

   Select text and click Comment on selected text. The quote stays at that place.

4. Mark a region

   Choose Mark region, draw a rectangle and write the comment. The same works for markup on images.

Options

Permissions

People who see the task also see its attachments. Writing comments follows the same project settings as task comments.

Troubleshooting

The client cannot find the file under Documents

A task attachment is not a Documents folder. Open the task, or upload a copy under Documents.

Form fields stay read-only

Fillable PDF forms need Pro on at least one participating company.