Files
Files live in the space, in folders, with versions — and they can be attached to contacts, shared by link, requested from somebody, and sent for signature.
Where to find it
| Screen | Where it lives | What it is for |
|---|---|---|
Files — /files | the sidebar | the space-wide browser |
File settings — /admin/files | Settings → Files → File Settings | every knob behind the behaviour below |
/files needs permission to read files; a person without it is told so rather than shown an empty folder. File settings needs the settings read permission, and writing at space level needs the settings manage permission while writing globally needs the global-scope permission.
The browser
All files is the root; folders nest below it. Switch between List and Grid with the view mode control, and use Search to find a file by name.
Getting files in
- Upload — or just drop files onto the page; the hint appears as you drag, and they go into the folder you are looking at.
- Import from cloud storage — bring files in from a connected provider.
- Request files — ask somebody to send files in, rather than emailing to ask.
The Uploads panel shows what is in flight, and Clear finished tidies it.
Working with what is there
| Action | What it does |
|---|---|
| Attach to contact | file one or more documents against a contact's record |
| Move to folder | move the selection |
| Share link | produce a link to the file |
| Send for signature | start a signature request |
| Versions | the file's history — a new upload of the same name is a version, not a replacement |
| Edit description | the note people read beside it |
| Pin / Unpin | keep a file at the top |
| Download as ZIP / Download selection | take several files at once |
| Apply folder template | create a standard folder structure in one step |
Select several files and the toolbar says how many are selected; the bulk actions then apply to all of them.
Trash
Move to trash is reversible, and the confirmation says so — you can restore it from the trash later.
The Trash page explains the whole lifecycle in its own words: deleted files and folders wait there until the retention window runs out, then they are removed for good. Restore puts an item back where it was — restoring a folder brings its files and subfolders back in place, not as a flat heap.
File settings
One page carries every file knob: uploads, folders, versions, trash, sharing, signatures, requests, ZIP export, quota and scanning. Filter the list to find one.
Values resolve user → space → global → default, and each row's badge says which layer wins right now — Personal override, Space, Global or System default. Save for picks the layer you are writing to. This is the same cascade as everywhere else in the application; see Settings for how to read it.
Validation happens before anything is sent: a number field says enter a number, an out-of-range value says out of the allowed range, a choice field says pick one of the allowed values, and a setting that cannot be saved at the level you chose says that rather than failing on save.
If a value arrived from a template it is badged From template, and overriding it warns you first: overriding detaches it — template updates will no longer change it.