One organized home for every file.
A document management system with structure built in. Folders with permissions, tags and categories for findability, and every attachment from across your workspace searchable in one place.
In your workspace from day one · no per-app pricing
- In your workspace from day one
- Replaces 3 separate tools
- Shares one workspace & database
- Step-by-step guide included
Replaces tools like
Dropbox
Google Drive
SharePoint
Read, edit, delete — set per folder, per group
Access groups control each directory, so HR files stay with HR and contracts with the people who need them.
Find it in seconds
Tag it once and search finds it — company-wide, in one box.
Record attachments land here too
Files attached to deals, tasks, and employees surface in the same library, so there is one place to look.
Bulk in, bulk out
Drag-and-drop uploads. Bulk ZIP download works from a record's attachment list, not from the Documents file browser. Your data is never locked in.
How it works
The day-to-day flow
What using Documents actually looks like, in 3 steps.
Create directories for how your company thinks: clients, legal, HR, finance.
Set access groups per directory; sensitive folders stay restricted.
Upload, tag, and let search do the remembering.
Who it’s for
Built for the people who run the day-to-day
Every team
Documents, signing, and chat under the same login as everything else.
Operations & admin
Files and approvals attached to the records they belong to.
Knowledge workers
Write, sign, and find things without app-switching.
One workspace
Documents doesn’t work alone
Every app draws on the same data layer — so Documents already knows your people, files, and history. No exports, no integrations, no duplicate records.
Documents draws on
Contacts Team & rights
Documents
…and feeds back
Files on deals, tasks & employees Bulk exports (ZIP)Same database, same records — nothing exported, nothing re-entered. What Documents writes, every other app can read the moment it lands.
Questions
Documents, answered
Is Documents included, or does it cost extra?
Included. Every app is part of the flat license — one monthly price, up to 12 seats, no per-app charges. We switch apps on for your workspace as you need them — ask and it's on. See pricing.
What does Documents replace?
The job you’d otherwise pay tools like Dropbox, Google Drive, SharePoint for — except it lives inside the same workspace as the rest of your apps, sharing one set of contacts, files, and history instead of another separate subscription.
Is my data mine?
Yes. Your workspace runs on its own isolated database — not shared tenancy — and you can export your data at any time. More in Security & data.
Does Documents work on mobile?
Yes. The whole workspace is responsive and installs to your home screen as an app on iPhone and Android. See Use it on your phone.
How quickly can we start using it?
Your workspace is provisioned in about two minutes once your license starts, with the right apps already switched on. There’s a step-by-step Documents guide to get going.
Better together
Works hand-in-hand with
Same contacts, same files, same activity feed — every app shares one workspace.
Next step
See Documents running on your data.
One flat license, every app included, month to month — cancel anytime.