JAI CRM
Home Documentation Documents Storage and limits

Storage and limits

What your plan gives you, what counts against it, and what to do when it fills.

The bar at the bottom of the left rail: how much you have used, of how much, across how many files.

What counts

CountsDoes not count
Files you uploadedLinked files from Google Drive or Dropbox — the bytes are not ours
Every version you keptFolders themselves
Files in the trash

The trash counts. Deleting a large file frees nothing until the trash is emptied. If the bar has not moved after a clear-out, that is why.

Versions count too

Keeping history has a cost. A 40 MB design file replaced weekly is not 40 MB after a year — it is two gigabytes.

That is usually a price worth paying, but it is worth knowing where the space went before assuming something is wrong.

When it fills

  1. Empty the trash. Almost always the quickest win.
  2. Find the largest files — sort by size.
  3. Link the big working files rather than uploading them. Google Drive and Dropbox cost nothing extra: they are integrations, free on every plan with Documents.
  4. Ask whether you need every version of the things that change constantly.
  5. Then, and only then, consider a larger plan.

What to keep here and what not to

  • Yes: contracts, certificates, signed documents, templates, policies, anything statutory.
  • Yes: anything that must survive a laptop dying or somebody leaving.
  • Link instead: raw video, design source files, big working folders.
  • No: personal files. It is a company store and an administrator can read everything in it.

Finding where it went

  1. Sort by size, biggest first. The answer is usually in the top ten rows.
  2. Look in the trash — it counts, and it is the quickest thing to clear.
  3. Check anything with a lot of versions. Fifty versions of a 40 MB file is two gigabytes.
  4. Look for things that should have been linked rather than uploaded — video, design sources, raw photography.

What belongs here, and what does not

Upload itLink itKeep it out
Contracts and certificatesRaw video and design sourcesPersonal files
Signed documentsBig working folders a team edits dailyAnything an administrator should not read
Templates and policiesArchives you rarely openCopies of things already attached to records

The middle column matters for cost as much as for space: a linked file is not counted against your plan at all, because the bytes are not ours.

Anything you might have to produce to somebody official should be uploaded, not linked. A link depends on an account, a token and somebody else’s drive still existing. A GST certificate should not.

Where to go next

Something missing or wrong here? Tell us. A question that needed asking usually means a page that needed writing.