Folders & access

Documents holds your team's files. You set up storage and folders, tag what goes in, and control who reaches each folder.

Storage and folders

Start with a storage, the top container for your files. Inside it, create top-level folders for the way your team works, such as Contracts, Finance, or HR.

New workspaces come ready to use. Each one starts with a default storage and a Documents folder, so you can upload files right away and add more folders as you need them.

Tag files

Tags describe a file beyond the folder it sits in. Add tags like "invoice," "2026," or "signed," then filter by tag to pull up matching files across folders. A file can carry several tags at once.

Set permissions

Control access per folder with access groups.

1. Open the folder.
2. Open its access settings.
3. Add the groups who can view.
4. Add the groups who can edit.

A folder's permissions cover the files inside it, so Finance stays with finance and HR stays with HR. Set the access once on the folder, and every file you add follows the same rule.

Related

• Documents overview
• Share files