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How do I add a Companies to a project?

How do I add a Companies to a project?

Add a company to a project using this step-by-step guide

Gilad Goldman avatar
Written by Gilad Goldman
Updated over 2 months ago

  1. Login to your account and select the project at the top left-hand side.

  2. Go to Companies, click All Companies at the top.

  3. From the list of Companies, you can tick or put a checkmark in the box on each company you’d like to add to the project. Click the Assign to Project button.

  4. Go back to the “On this Project” option at the top and you should be able to find the companies you added to the project.

  5. If you haven’t invited them to the project, you can tick each companies and click the “Invite to project” button at the top.

  6. From the window, you can invite and request the necessary documents.



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