Files

A drive for the workspace, behind the files feature flag (Console → Flags; a Beta badge shows while it is in beta). Admin → Files has five places:

• My files: yours alone. Folders nest as deep as you like.
• Team: folders and files every member sees (Team plan).
• Contacts: one folder per contact, holding what they sent you (Received from them) and the files you keep for them (Ours).
• Recent: everything you can see, newest first.
• Trash: deleted files and folders, restorable for 30 days, then deleted for good. A folder comes back with everything that was deleted with it.

Upload (several at once), new folder, rename, move (between My files, Team and their folders), "Belongs to…" (put a file in a contact's folder; it also shows on their timeline), move to the trash, restore, delete forever, search by name. Clicking a file opens it in a side pane: a preview for images and PDFs, where it came from, its contact and the tasks it is on. Lists load 50 at a time (Show more).

View (in a file's "…" menu and its pane) opens an image or PDF in a large viewer with Open in new tab and Download. Any other type is download only: View is disabled and says so, and the file is never rendered in the browser. A file's name on a task, on the contact page's Files card and on the timeline opens the same viewer (or downloads); Cmd/Ctrl-click opens it in a new tab.

Who sees what: your My files are yours; Team files and anything that belongs to a contact are seen by every member; a file on a task is seen by whoever can see the task; a file attached to a message is seen by everyone in that conversation (docs/messages.md).

Guests' attachments#

With guest replies on (docs/contacts.md), the attachments of a guest's reply are kept in their folder, linked to the email they came with: the timeline shows them as links, and the file's pane links back to the email. Inline images (signatures, logos) are skipped. A file larger than 25 MB, a full storage quota or a plan without Files keeps the name on the timeline with the reason instead.

Files on tasks#

A task's pane has a Files section: upload (the file goes into the drive, into the task's contact folder when the task belongs to a contact, and onto the task) or Add from Files to link files already in the drive. Whenever a file is linked to a contact, or to a task that belongs to a contact, it also appears on the contact's timeline ("File added to “task”: name"), with links to the file and the task. Deleting a task leaves its files in the drive.

Sending files#

The quick-send emails on a contact (proposal, payment request, follow-up), timeline replies and the reply box in the entry pane have Attach from Files and Upload. Files up to 10 MB in total go as real attachments; the rest go as links that work for 7 days without signing in. Sent files show on the email's timeline entry.

Plans and storage#

Gates are attachments and sharedFolders in packages/cloud, checked on the server. Every file counts towards the storage quota (Free 1 GB, Pro 20 GB, Team 20 GB per seat pooled), which is checked before an upload starts. Bytes go through the storage driver (R2 / S3 / local disk, docs/self-hosting.md); uploads go straight to the bucket with a presigned URL. Downloads and previews are streamed by the app from /files/<id>, which checks on every request that the viewer is signed in to the workspace and may see the file, so a copied link opens nothing for anyone else. The one exception is the signed link sent with an email for a file too large to attach: it opens that file for 7 days without signing in, as the email's recipient needs.

Activity log#

file.uploaded, file.received, file.renamed, file.moved, file.contact_set, file.linked, file.unlinked, file.sent, file.trashed, file.restored, file.deleted, folder.created, folder.renamed, folder.trashed, folder.restored. The workspace export includes folders, file records and links (the bytes stay in storage).