Documents

Documents is where your company's files live, organized in folders and shared with the people who should reach them. New workspaces arrive with a storage and a Documents folder already set up, so you can upload a file the day you sign in. The app appears for people who hold the Documents role; an owner or administrator grants it in Settings → Users.

What you can do

• Store and organize. Folders, tags, and a file browser you can search.
• Control access per folder. Access groups decide who reads, edits, or deletes a folder's files, and subfolders inherit the same rule. See Folders & access.
• Share outside the workspace. A Documents manager sends a secure portal link, so a client can open a file or a whole folder without an account. See Share files.
• Attach files to records. Link a contract to its deal or an invoice to its order, so the file sits on the record's timeline.
• Download. Grab any file with one click. To take several at once, select them in a record's attachment list and choose Actions → Download for a single ZIP.

Working with files

Uploads run up to 25 MB by default, a limit an administrator can raise in the Documents settings. A file name has to be unique inside its folder. When you open a file to edit it, lock it so no one else overwrites your changes at the same time, then unlock it when you're done. Folders & access covers tags, moving files, and archiving.

Your private cloud drive

A private cloud drive for each workspace is built but not in service yet. Today the files in Documents live in your workspace's own database — you upload, browse, and share them the same way you always have.

Related

• Set up folders and permissions in Folders & access.
• Send files to clients in Share files.
• Send a document for signing with Signatures.
• Write up how your company works in the Wiki.