Documentation
Documents
A central library with folders, versions, entity links, and per-document approvals.
The library
Upload documents into folders scoped to organization units, group them by the record they're linked to (tasks, requests, projects, routines, org units), and search by content. Files attached to tasks, requests, approvals, and conversations become library records too, so everything lives in one place under one storage quota.
Versions
Upload a new version to the same record — the file extension must match — and the document returns to Draft for re-approval. Version history stays visible.
Document approvals
Request approval on a document with a chosen set of approvers in one of three modes: All must approve, Any one approver, or In sequence. Rejection requires a reason, and a rejected document can be resubmitted.
Status values
DraftPending ApprovalApprovedRejectedArchivedUpload safeguards
Files are capped at 50 MB each, executable types are rejected, and non-previewable types download rather than render inline. Storage usage counts against the workspace quota.
On mobile
The mobile library is read-only: browse, download, and open the linked record. Uploading and managing documents is web-only (mobile can attach files inside conversations).
Parts of this capability depend on your plan. Current plan inclusions and prices are always shown on the pricing page. See pricing
Related