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Document upload file size limit

While the total amount of document storage allotted to your account is based on your current monthly plan, there is a file size limit of 100 megabytes per each individual document being uploaded.

Can I send documents to clients?

This is a common question that our customers will bring up when adding their team and clients to their Intervals account. The answer is no, Intervals does not have any features that allow you to send documents to your clients, or team, via email. The reason is one of security — documents can only be […]

Using Images Inline (pasting & dragging)

Video Introduction to Using Images Inline This video introduces how to use images in your worfkow. You can paste images or drag and drop images inline with tasks, milestones, the work request queue, and project notes. Images used with email integration will also maintain their order and formatting. If you are new to Intervals you […]

Google Drive Integration

Google Drive is easily the most popular cloud-based document service available today. Use Intervals Google Drive integration to access spreadsheets, documents, photos, and anything else you’ve got stashed in your Drive account. If you have any trouble completing the integration please contact support. To attach files from Google Drive: From anywhere document uploads is available, click on […]

How to disable popup blocking with Google Drive integration

Google Chrome If you see a “Pop-up blocked” message, like below, click it and then check the option for “Always allow pop-ups from…” and click “Done”. Next hit CTRL + R on windows, or CMD + R on Mac to reload the page and proceed as needed. Firefox If you see the Google Drive pop up […]

Where can I upload documents?

Documents can be uploaded throughout Intervals. The following options are available when uploading documents: Upload a new doc from your Desktop or Google Drive Upload a newer version of a doc, to easily keep track of revisions Drag & Drop files to upload Below are examples of places within Intervals where files can be uploaded. […]

How do I create versions of documents?

Intervals includes document storage with version history to keep a history of iterations.  To view a document’s history, click the “Show document history” link below the file history. To upload a new version of the document, click the upload version icon:

Can I delete documents in bulk when a project is complete?

To bulk delete documents we recommend: First, running a filter on the left to show the documents that you have uploaded for a specific project, client, etc. Next, select the checkboxes on the right (select all or individually choose them). At the bottom of the documents listed, select “Delete” from the “With selected…” drop down. […]

How do I find a document?

Before you begin searching for documents, we want to point out that every document has an optional description field. The search includes this field when searching documents. To search for documents: Use the footer search by typing the document name, and then selecting Documents from the section drop down: You can also search under the […]

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