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This feature requires administrator or workspace owner permissions. Changes made here affect all users in your workspace.
By the end of this guide, you will have uploaded files to your workspace, organized them into folders, shared files with team members, and configured access controls.

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Open file storage

Navigate to your workspace and click Files in the sidebar. The file manager displays your workspace’s file storage with a folder tree on the left and file listing on the right.

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Upload files

Use descriptive filenames before uploading. While you can rename files later, a clear naming convention from the start makes files easier to find (e.g., 2026-03-insurance-certificate-N12345.pdf).

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Organize files into folders

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Create a folder

  1. Click New Folder in the toolbar.
  2. Enter a folder name and click Create.

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Move files

  1. Select one or more files by clicking their checkboxes.
  2. Click Move in the toolbar.
  3. Choose the destination folder and confirm.

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Rename files or folders

Right-click a file or folder and select Rename, or click the three-dot menu on the row and select Rename. Enter the new name and press Enter.

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Delete files or folders

Select the items and click Delete in the toolbar, or use the right-click menu. Deleted files are permanently removed.
Deleting a folder removes all files and subfolders within it. This action cannot be undone. Confirm that no critical documents are inside before deleting.

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Share files

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Control access

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Folder-level permissions

Set permissions at the folder level to control who can see and modify all files within it. Folder permissions are inherited by files inside the folder unless overridden at the file level.
  1. Right-click a folder and select Permissions.
  2. Add users or roles and set their access level.
  3. Click Save.

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Audit file access

Administrators can view a file’s access history by opening the file detail panel and clicking Activity. The activity log shows who viewed, downloaded, uploaded, or modified the file and when.
Files are stored securely in cloud object storage and served with appropriate access controls. The file storage feature must be enabled for your workspace.

Configure Workspace

Workspace settings that affect file storage availability.

Manage Users

User roles that determine file access permissions.

Manage Privacy

Privacy settings for data handling and retention.

Export Data

Export workspace data including stored files.
Last modified on April 11, 2026