Documents

The Documents screen is where you manage files stored in the current workspace.

The Documents screen shows files stored in your current workspace. Use it to upload, organize, search, and manage documents from one place.

Files uploaded to a record also appear here. You can review file details, open linked records, download documents, and move files to folders or Trash.

How the Documents screen and record files work together

Files often enter the workspace through a record. For example, you might upload a file directly in the form view. That file is then stored in the workspace and also appears on the Documents screen.

When you open a record and select the Files tab, you only see the files attached to that specific record. This helps you review the files for one record, while the Documents screen gives you the full workspace-wide list.

The Documents screen shows all files uploaded anywhere in apps of the current workspace. This includes files added directly on the Documents screen and files attached to records.

Upload files

Upload files directly to the workspace.

1

Upload files

Click + Upload to add files to the workspace.

Manage folders

Create folders to organize workspace documents.

1

Create a folder

Click the plus + next to Folders.

2

Manage a folder

Open a folder's three dots menu to manage it. Select Rename to give the folder a new name. Select Move folder to Trash to remove a folder you no longer need.

Manage files

Manage individual documents or apply actions to several documents at once.

1

Download a document

Move the cursor over a document, then click .

2

Manage one document

Open a document's three dots menu. You can rename it, move it to a different folder, or move it to Trash.

3

Manage several documents

Select one or more documents. Use the bulk actions in the top bar to move, download, or delete them. Deleted documents move to Trash.

View linked records

Use the Linked to column to see which records use a document.

1

Open linked records

The Linked to column shows how many records use a document. Click the label, such as 1 record or 2 records, to open the Linked records dialog.

2

Open a linked record

Each tile shows the app, table, and linked record. Click a record title to open its form view in the relevant table. This takes you away from the Documents screen.

Link a document to records

Use the Linked records dialog to attach one document to multiple records.

1

Open the linking dialog

In the Linked records dialog, click + Link records.

2

Choose records

Choose a table. Use the search field to find records. Select each record that you want to link.

3

Link the records

Click Link record to link the document with the selected records.

Manage deleted documents

Use Trash to recover or permanently remove deleted documents.

Click Trash in the bottom left. Search for a document, then restore it to the main list or delete it permanently.

Switch between List and Grid views. Grid view shows larger document tiles with previews.