Files from your other apps
See the files your other Ellibo apps keep - deals, projects, tickets, employees, receipts, signed documents - in one place, without copying.
Your other Ellibo apps keep files of their own: a deal's quote in CRM, a task's drawing in Projects, a ticket's screenshot in Helpdesk, an employee's papers in HR, receipts in Expense, signed copies in Sign. Documents shows them all under From apps, right where they are kept.
Nothing is copied
The files stay in their app. Documents only shows them, so:
- there is nothing to keep in step - a file changed in the app is the same file here,
- they never count toward your Documents storage,
- deleting a file in its app removes it here too.
Who sees what
Each person sees only the files their role in that app lets them see. If you can't open a deal in CRM, you won't see its files here either. People without a role in an app see none of its files.
Find them
From apps lists each app your business uses, then its records - a deal, a project, a ticket, an employee - with their files. Search finds them by name too. Open a file to preview or download it, or go to its record in the app.
Choose which apps show
An Admin can hide an app's files in Settings > Files from other apps. Untick the app and save.
Files of other apps in your folders
If you want an app's file in a Documents folder as well - for example to share it by link - put a copy there. The copy is a normal Documents file: it has its own versions and sharing, and counts toward your storage.