Files

Files keeps your contracts, briefs, receipts and deliverables in one place, and lets you share them safely with teammates and clients.

Start hereCopy Anchor Link

1. Upload your files and put them in folders.
2. Share a file with a client or teammate.
3. Attach files to the client, project or invoice they belong to.

Everything in FilesCopy Anchor Link

• Upload, organize and find files: upload, drag and drop, folders, moving, search and filters.
• Preview, download and versions: check a file, download it, replace it with a newer copy or bring back an older one.
• Share files: links for people outside Agiled, sharing with a teammate or through the client portal.
• Attach files to records: keep files on the contact, project, expense or document they support.
• Troubleshoot files: uploads, previews and share links that don't work.

RelatedCopy Anchor Link

• Project files and what clients see
• Document attachments