Documents

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

You can organize documents with folders, upload new files, search by name, and browse everything in one list. The list shows key details such as file name, size, and last modified date, so you can quickly find the document you need.

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 and organize files

Click + Upload to add files to the workspace. You can organize these in folders, use the plus + next to Folders to create one. Open the three dots menu on a folder to rename or delete it.

Manage files

When you hover over a document, you can download it. The three dots menu on a document gives you actions for that single file only. From there, you can rename the file, move it to a folder, or move it to the Recycle bin.

When you select one or more documents, the top bar shows bulk actions. You can move all selected documents, download them together, or delete them together. Deleting selected documents from the top bar moves all of them to the Recycle bin.

Recycle bin and view options

Open the Recycle bin in the bottom left to review deleted documents. There you can search for files, restore them to the main list, or delete them permanently. You can also switch between List and Grid views. In grid view, documents appear as larger tiles with a preview.