Files

One organised, searchable home for every file your business uploads.

Files lets you upload, organise and share documents and media in folders, with automatic text extraction and preview for supported types. Anyone who handles attachments, scans or shared assets reaches for it.

What you can do

  • Upload files and organise them in folders, with drag-and-drop to add them quickly.
  • Preview supported files inline — PDFs, images, text, video and audio — without downloading.
  • Search the contents of files thanks to automatic text extraction and indexing.
  • Download a file or email it as an attachment straight from your workspace.
  • Attach files to a contact and copy or move them between folders.
  • Control access with granular, privacy-first permissions, and set allowed types and size limits.

How to use it

An administrator switches Files on from Settings → Apps, where they can also set the maximum upload size and which file types are allowed. Once enabled, it appears in your navigation.

Upload a file whenever you receive something worth keeping — a signed contract, a photo, a spreadsheet — and drop it into the right folder. Supported files are read and indexed automatically, so you can later search for what's inside them, not just their names. When a colleague or customer needs a file, email it as an attachment or attach it to the relevant contact so it lives where the work happens.

Working with your agent

Ask your agent to find, read or share a file and it works from the content, not just the filename — summarising, locating and sending without you opening a thing.

You:    "Find the supplier contract we uploaded last month and summarise the key terms"
Agent:  Locates the file, reads it and gives you a plain-English summary.

How it fits

Files is the upload counterpart to Documents, which is for content you write. Files attach to records in Contacts and can be emailed from your Inbox. Your agent reads and analyses file contents to answer questions and pull out what matters.

Tip. Give files clear, consistent names as you upload — even with full-text search, a good name is still the fastest way to the right document.