Project files and folders

Files belong to a project. Open a project and go to its Files tab to see the file area for that project. There is no shared, organization-wide file pool — each project keeps its own files and folders.

The Files tab has two parts. A folder tree runs down the left side so you can jump between folders, and the main area on the right shows the contents of whatever folder you are currently in. A breadcrumb at the top lets you step back up to the top level of the project's files.

The file browser shows folders first, then files. You can switch between a grid view, which shows each item as a card with an icon, and a list view, which shows a table with name, size, modified date, and owner columns.

Each file shows an icon based on its type, its size, the date it was added, and who uploaded it. Click a folder to open it; click a file to preview it.

• Grid view: cards with type icons, file size, date, and owner.
• List view: a sortable table with name, size, modified date, and owner.
• Folder cards and rows show the total size and file count of their contents.

When a project accumulates a lot of files, use the controls above the browser to narrow things down. Search matches against file and folder names in the current view. File-type filters limit the list to a category such as images, PDFs, documents, spreadsheets, videos, or other.

You can also choose to show only the files you uploaded yourself, and sort the list by name, by date added, or by size. Filtering by type also hides folders that contain no matching files, so you only see folders worth opening.

• Search by name within the current folder.
• Filter by type: images, PDFs, documents, spreadsheets, videos, or other.
• Show my files only, to see just what you uploaded.
• Sort by name, date added, or size.

To add files, drag them from your computer directly onto the file area, or use the upload control to pick files. You can upload several files at once, and a progress indicator tracks each one. Files are added to the folder you are currently viewing.

Uploads are limited to 25 MB per file, and only certain file types are accepted: PDFs, common image formats (PNG, JPEG, WebP, GIF), Microsoft Office documents (Word, Excel, PowerPoint), plain text and CSV, and Apple iWork files (Pages, Numbers, Keynote). Files outside these types are rejected.

Clicking a file opens a preview when the type supports it. Images and PDFs render directly, Word .docx files are converted to a readable view, and plain-text and code files are shown as text. For file types that cannot be previewed, clicking the file downloads it instead.

From the preview window, or from a file's menu, you can download the original file at any time. Downloads keep the file's original name.

Use folders to keep a project's files in order. Create folders from the file area, and create subfolders inside existing folders to build a nested structure as deep as you need. Folders can be renamed at any time.

To move items, drag a file or folder onto another folder in the browser. The folder you are dragging onto highlights to confirm the drop target. Moving a folder brings everything inside it along, and the system prevents you from dropping a folder into itself or one of its own subfolders.

• Create top-level folders and nested subfolders.
• Rename files and folders in place.
• Drag files and folders between folders to reorganize.

Deleting a file or folder is not instant. After you confirm, the item disappears from the list and a notification gives you a short window to undo the deletion before it is finalized. This makes it safe to clear things out quickly without fear of losing the wrong file.

When you delete a folder that still contains files, you are asked what to do with them: delete everything inside, or keep the files by moving them up to the parent folder while removing the folder itself.

Contractors do not automatically see a project's files. By default they have no access to the file area at all — they only see the specific folders an administrator has shared with them, and never the files sitting at the top level of the project.

To share a folder, a project administrator opens Manage Access on that folder and grants one or more of the organization's contractors. Granted contractors can then open that folder, view and download its files, and add files to it, but they cannot create folders or reach anything outside the folders shared with them. Access can be revoked from the same Manage Access screen at any time.

• Contractors see only folders explicitly shared with them.
• Top-level project files are never visible to contractors.
• Administrators grant and revoke folder access per contractor.
• Contractors cannot create folders or browse beyond their granted folders.