Keep every file for a Lead or Job in one place, so you and your team can find what you need without digging through emails or shared drives. This article covers creating folders to keep things organised, then uploading files into them.
Overview
Files live under Lead or Job > Files, where you can set up folders to organise everything and upload files directly. You can also control which folders your clients, suppliers or subcontractors can see.
Creating a Folder
Navigate to Lead or Job > Files.
Select Add Folder.
Enter a name for the folder, then select Add.
Once the folder's created, you can organise your files within it. You can also create subfolders to organise things further.
To control who can see this folder, select the traffic lights icon next to it and choose Sharing & Access. See How to Restrict Folder Access for Contacts for the full walkthrough.
Uploading Files
Navigate to Lead or Job > Files.
Select Add Files to browse and add files from your network, or drag and drop files directly into the Files section.
đĄ Tip: Upload files straight into a folder by opening it first, then adding or dragging your files in.
Managing Files and Folders
Select the traffic lights icon next to a file or folder to download, rename, or delete it. For a folder, the same menu also gives you Sharing & Access, so you can enable or disable access for clients, suppliers, contractors, and safety users.
â ď¸ Deleting a file or folder is permanent. Once something is deleted, it can't be recovered.
See How to Restrict Folder Access for Contacts for the full walkthrough on managing access.