Adding files from your computer
Anywhere you see the text editor in Basecamp 3, you can attach a file one of two ways:
1. Add from your computer: click the paperclip icon and then select a file from your computer. Be sure to click the green
save changes... button before you leave the page so that your message and file upload properly.
2. Drag and drop: drag a file from anywhere on your computer and drop it onto the page where the text editor is open. The file will appear where your cursor is, so be sure the cursor is in the place where you want the file.
Note: Image files (PNG, JPG, GIF) will appear with previews in your browser.
To delete a file attached to an item, click to
edit the item (top left) and then click
Put this in trash. You'll then be taken to a page confirming that the file was deleted.
To upload a stand-alone file, go to the Project and click the
Docs & Files option. Then, click the green button to
Upload files. Once the file loads, click the green
post these files button to publish.
If you made changes to a file and need to add a new version, no worries! Go to the file in the project, and click to
Replace with a new version.
Deleting and searching for files
Need to delete a file? Here's how!
Searching for a specific file? Try this!
Using Google Docs to collaborate with your team? Link your files in Basecamp! Head to your Files & Docs section, then click
Link a Google Doc.
Just add a title, and paste the link to your Google Doc. Add a note for more detail, and click on the
To view a linked Google Doc, click the
View on Google link. Your Google Drive account will pop open. You'll need to have permissions to view the Doc. If you don't, you can request permission from the creator.
Need a place to take notes during a meeting? Use a text doc. Want to add reference material that others on the project need? Use a text doc.
When you're ready to set up a text doc, click on the white
Docs & Files button. Then, click to
Start a Doc.
Give it a name, add your text, and then use the green
Publish button to add it to the project.
After you post it, you can add comments and even notify other people.
Don't forget to check out the Tool Bar to format your text!
Ever need to review or restore past versions of a Basecamp document? If you want to take a look at the changes a document has gone through, just click on the "History of changes" link at the bottom of its sheet.
You'll see an updated view of all the changes that have happened to the document.
Wanna ditch the changes and go back to the way it was before? No problem, just open up the last good version and click the button to "Make this the current version."
Folders let you group stuff together in a way that makes sense for you and your team!
To create a new folder, click on the white
Docs & Files button and then click the green
New folder button.
You'll see a small card with
Untitled Folder highlighted in it.
Start typing the name of the folder and then click
Now, simply drag cards from the Docs & Files section into the folder.
You can also drag files and folders out a folder or even into another.
Need to download or use your Docs & Files outside of Basecamp? You can download an entire folder in a couple clicks. Here’s how:
- First go to the folder you'd like to download
- Click on the
…menu in the top-right
- In that menu you’ll find an option to
Download this folder, tap that
Note: depending on the size of the folder, it can take up to a minute or so to gather up the contents of the folder. Just hang tight — your download will start automatically as soon as it’s ready.
Next up: Forwards →