Documents
Files, links, and document organization.
How-to guides 4
- Organize documents with folders and linksGroup files and links into folders on each record, pin what matters, and find anything from the Documents table.
- Preview, download, replace, and delete documentsOpen files in place, keep versions of task and ticket attachments, and delete documents safely.
- Restrict who can open a document or folderProtect sensitive files so only the members you choose, plus owners and admins, can open them.
- Upload documentsAttach files and links to the records where people need them, such as projects, clients, contracts, or tasks.