Store team files
Upload, organize, and download files from the places your team already works.
Connected documents
Keep files attached to the work they support.
Store and share files while keeping them attached to the meeting, form, client, or task they support.
What you can do
Ways to move work forward.
Keep files connected
Attach files to meetings, client portals, forms, signatures, and other work.
Review activity
See important file activity when your team needs a clear history.
How it works
A clear path from start to finish.
Everyone can see what happened, who owns the next step, and what still needs attention.
- 1
Upload
Add a file from your workspace or a client-facing page.
- 2
Connect
Attach it to the meeting, request, form, or customer it supports.
- 3
Protect
Control who can use the file and keep a history of important activity.
Direct answers
Questions about Files.
Can files stay connected to business records?
Yes. Files can stay attached to meetings, portals, forms, signatures, and other workflows.
Can file activity be reviewed?
Yes. Your team can review important file activity when it needs a clear history.
Does a file link bypass permissions?
No. The same workspace access rules still apply when someone uploads or downloads a file.