In the Insights tab of a Plan, there is a Shared Files section in the right-hand aside. The Shared Files area of Plans aggregates files shared on the Plan itself, as well as on linked Items within the Plan. To learn more about sharing files on Items, click here

The Shared Files container of a Plan aggregates files that have been uploaded to CrossLead in the following two ways: 

  1. Uploaded directly to the Plan or linked Item, by clicking the upload icon on the Shared Files header:

2. Uploaded as an attachment on a Plan or Project Insight 

Once files have been uploaded to the Plan or to a linked Item, the list of files on the Plan can be sorted by:

  • Alphabetically A -> Z 
  • Upload Date 

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