Open workspace Documents
Select Documents in the workspace navigation.
Open the view menu and choose All Documents
The Documents Hub follows your workspace and project access. A vendor-only member sees a personal documents page for files shared with them or uploaded during onboarding.
Upload files or a folder
To upload individual files:
Select Upload.
Choose one or more files from your computer.
You can also drag files onto the page. Each file can be up to 25 MB.
To upload a folder, select the arrow beside Upload, then select Folder. When you upload from inside a standard folder, it will file the new documents in that folder.
Find and review documents
Use Search, Filters, Sorts, and Columns above the table to narrow the list or change the information shown.
Select a document to open its details and preview. From the side panel, you can:
Preview the file and move between documents in the current list.
Update its description, project, or contact when you have edit access.
Open linked transactions or contacts.
Remove an individual assignment without deleting the document.
Select the download control on a document row to download one file. To download several files, select their rows and choose Export. If no rows are selected, Export downloads the documents currently loaded in the view as a ZIP file.
Organize documents in folders
Standard folders are folders your team creates and manages directly in All Documents.
Right-click a document row and select New Folder.
Enter the folder name, then create it.
Select one or more document rows, right-click, and choose Move to Folder....
Choose the destination folder.
You can create folders inside other folders. Use the breadcrumb at the bottom of the table to move back through the folder path.
Deleting a standard folder removes the folder and its documents. Deleting a document permanently removes the file and cannot be undone.