Upload, organize and find files

Upload a file once and your whole team can find it, preview it and share it.

Upload filesCopy Anchor Link

1. Open Files in the sidebar.
2. Open the folder the files belong in, or stay in All Files.
3. Select Upload Files and choose one or more files from your computer. You can also drag files onto the file area and drop them when the drop zone appears.
4. Keep the page open until each upload finishes.

You're done when the files appear in the folder and you see Upload completed.

Organize with foldersCopy Anchor Link

• Create a folder: select New Folder and give it a name. A folder created while another is open goes inside it.
• Move a file: open the file's menu, select Move and choose the Destination folder.
• Rename: open the file or folder menu and select Rename.
• Several files at once: tick the checkboxes, then use Download, Move or Delete in the selection bar.

Use the breadcrumbs at the top, or Go to Root, to move back up. The sidebar also lists Favorites and File Types, which gather every document, image, video, audio file or archive wherever it is stored.

Name files so they make sense in search results, for example Acme - proposal - v2.pdf.

Find a fileCopy Anchor Link

• Search: type part of the file name.
• Filter: choose a File Type, a size range or an Updated From and Updated To date.
• Include Trashed: show deleted files so you can Restore one.
• Archived: show archived files.
• Cards or List View: cards suit images; the list is easier for comparing names, sizes and dates.

Good to knowCopy Anchor Link

• If a file you expect is missing, clear the search and filters and check you are in the right folder.
• A file that belongs to one client, project or expense is often easier to find on that record. See Attach files to records.
• If an upload fails, you see "We could not upload this file." See Troubleshoot files.

RelatedCopy Anchor Link

• Preview, download and versions
• Share files