Organize and share files across your team
Set up a file structure someone can actually find their way back to.
Steps
Open Storage › Files
This is where documents that don't belong to a single order or product live — contracts, price lists, photos, anything the team needs to find later.
Structure folders around how people search
Organize by what someone would be looking for — by supplier, by project, by month — rather than mirroring your own mental filing system, which nobody else shares.
Set who can see what
Not every file belongs in front of every team member. Restrict sensitive documents — contracts, cost sheets — to the roles that actually need them.
Link files where they're relevant
A supplier contract is more useful attached to that supplier's record than sitting alone in a folder someone has to remember exists.
What you end up with
Files a team member can actually find six months from now, instead of a shared folder that's become a junk drawer.
Modules used
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