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Files

Files (/files) is the workspace document library—contracts, proposals, onboarding PDFs, and assets shared across CRM, projects, and messaging. Workspaces organize content by team or client; Search files finds documents quickly; sort controls (Name, Modified, Size) help locate the latest version or largest uploads. Use Files as the single source of truth instead of scattering attachments only in email threads.

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Who can do this​

Users with Files module permission. Upload and delete may require edit role.

Before you begin​

  • Files module enabled in Workspace modules
  • Folder or Workspaces structure agreed with team
  • File to upload for first test (PDF, image, or Office doc)

What you'll accomplish​

  • You can navigate Workspaces and open folders
  • Search files returns expected documents
  • Sort by Name, Modified, or Size reorders the list correctly
  • Upload and download work without error

Step-by-step procedure​

Open Files​

  1. Sidebar → Files (/files).
  2. Land on default Workspaces view—tiles or tree list workspace containers.
  3. Click a workspace to open its folder hierarchy.

Workspaces and folders​

  1. Create or select workspace matching team (Sales, Marketing, Client deliverables).
  2. Upload via Upload button or drag-and-drop into folder.
  3. Name files consistently—include date or version ("Proposal_Acme_2026-03.pdf").

Search files​

  1. Click Search files (header search within Files module).
  2. Enter filename keyword or extension.
  3. Open result—confirm correct workspace path.

Sort controls​

Use column headers or sort dropdown to order the file list:

SortUse when
NameAlphabetical browse; finding named templates
ModifiedLocating latest edited document
SizeFinding large files for cleanup or storage review
  1. Click Modified before audit sessions to review recent uploads.
  2. Click Size quarterly to archive or delete oversized obsolete assets.
  1. Copy share link if module supports—paste in contact notes, tasks, or inbox internal notes.
  2. Attach from Files picker in supported compose surfaces instead of re-uploading duplicates.
  3. Coordinate with Projects overview if project folders mirror Workspaces.

Permissions and governance​

Restrict sensitive Workspaces to Admin/Manager roles via module permissions. Do not store credentials or unencrypted PII against compliance policy—use approved secure storage when required.

Verify your work​

  • Upload appears in correct workspace folder
  • Search files finds document by partial name
  • Each sort option (Name, Modified, Size) changes list order predictably
  • Download opens intact file matching uploaded version

Tips​

tip

Default sort Modified for daily work; switch Name when pulling branded templates. Align workspace names with board names in Boards hub so reps know where client files live.

Troubleshooting​

| Workspaces empty | Module newly enabled—create first workspace as Admin | | Upload fails | File size limit or blocked extension—check admin policy | | Search misses file | Indexing delay—wait and retry; verify spelling | | Cannot delete | Insufficient delete permission on workspace |

See also​