Files and folders

Upload, preview, move, copy, tag, star and find any file; company folders and your own drive.

Company folders and My Drive

• Documents holds the company folders, shared by your business. Who can open each one is set per folder. See Who can see what.
• My Drive is yours alone. Use it for drafts and personal papers. You can still share a file or folder from it with someone.

To make a folder, open the place it should go and choose New > Folder. Admins and Managers can always make top-level company folders. Members can too, unless an Admin has turned that off in Settings > Preferences; then Members make folders inside the folders open to them, and in their own drive.

Add files

• Drag files or a whole folder from your computer onto the page, or choose Upload.
• On a phone, choose Upload to pick files or photos, or scan paper. See Scan and read files.
• Add a web link as a document with New > Link, so the folder holds everything about a subject.

Big files go up in small pieces. If the connection drops, the upload carries on from where it stopped. The largest single file depends on your plan. See Plans and storage.

Some file types that can run programs are refused, to keep everyone safe.

Preview and open

Click a file to preview it in the page: PDFs, pictures, video, audio and text files, and many office files. The details panel shows who added the file, its size, tags, versions, comments and activities. Download saves it to your device.

Find files

• Search looks at file names, tags and the words inside PDFs and text files. From Standard, words in photos and scans are searchable too.
• Filters narrow a folder by type, tag, person or date.
• Recent shows what you opened lately; Starred shows the files you starred.

Tags

Tags sort files across folders, like "To check", "Paid" or "2026". Select one or more files and choose Tag. Admins and Managers set up the tag list under Automation > Tags, with colours and groups.

Your own fields

From Standard, a folder can have its own fields for its files, like a contract's end date or a bill's amount. Set them on the folder; every file in it shows them in its details.

Move, copy and shortcuts

Select files and choose Move or Copy, then pick the folder. A shortcut puts the same file in a second folder without a second copy, so it takes no extra storage.

Download a whole folder

Choose Download on a folder, or on several selected files, to get them as one zip file.

Delete

Deleted files and folders go to the Trash. See Versions, locks and the trash.