Documents

1 What the document store is for Company files, in folders, visible only to the people somebody shared them with. 2 Folders and sharing A rule on a folder covers everything under it, until something underneath says otherwise. 3 Who you can share with A person, a group, a role, or everybody — and why the middle two are the ones to… 4 View, edit and download Two access levels and a separate switch for whether the file can leave. 5 Get files in One file, a whole folder, or straight onto the record it belongs to. 6 Versions Replacing a file keeps the old one, and the link never changes. 7 Starred, tags and finding things Three ways to get back to a file, for three different reasons. 8 Public links and the trash Sending a file to somebody with no account, and getting one back after deleting it. 9 Attach a file to a record The contract on the customer, the photo on the invoice — found by whoever opens the record. 10 Link Google Drive or Dropbox Put files from a drive you already use into the store, without moving the bytes. 11 Storage and limits What your plan gives you, what counts against it, and what to do when it fills. 12 Who did what A trail on every file, for the day somebody asks. 13 Who can do what Module permissions sit above sharing, and public links are their own permission. 14 Download a folder Taking a whole folder away as one zip. 15 Moving, renaming and reorganising What changes when a file moves, and the one thing that does not. 16 Setting it up from scratch A worked hour, from an empty store to something people actually use.