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How to upload files to a project

To upload files to a project on Xzero CRM, you will need to follow these steps:

  1. Log in to Xzero CRM.
  2. Click on the "Projects" tab.
  3. Click on the name of the project that you want to upload files to.
  4. Click on the "Files" tab.
  5. Click on the "Upload File" button.
  6. Select the file(s) that you want to upload.
  7. Click on the "Open" button.
  8. The file(s) will be uploaded to the project.

You will receive an email notification that the file has been uploaded. The file will also be visible to all users who have access to the project.

Here are some additional details about uploading files to projects:

  • The maximum file size that can be uploaded is 200MB. If you need to upload files larger than 200MB, please use our file transfer tool here: https://transfer.xzero.co.uk
  • Only certain file types are allowed, such as ZIPs, PDFs, Word documents, Excel spreadsheets, and images.

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