Documents

Documents is where your files live — stored, organized, and shared, with control over who sees what.

What you can do

• Store and organize. Folders, tags, and a clear file browser.
• Control access. Permissions per folder, so the right people see the right files.
• Share. Share files or folders internally, or with outside people through a portal link.
• Attach to records. Link files to the customer, project, or invoice they belong to.
• Bulk download. Grab a whole folder as a ZIP.

Configuration

Set up your storage and top-level folders, and assign access groups. New workspaces start with a default storage and a Documents folder ready to use.

Related

• Send a document for signing with Signatures.
• Write up process docs in the Wiki.