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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 this week

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

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

  • 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.

  • 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.

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

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


    If you have any questions, please email [email protected].

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