Get started with Documents

Start Documents, set up your folders and team in the first hour, and find your way around the menu.

Ellibo Documents keeps every file of your business in one place. You put files in company folders or your own drive, share them with your team or anyone outside, ask people for the files you need, and sign them off with activities and approvals. It runs on the same sign-in and the same business as your other Ellibo apps, and the files those apps keep show up here too, without copying.

Start Documents

Open Documents from All Apps and choose your business, or create one. The business owner starts it and becomes its Admin. Every new business gets a 14-day trial with every feature, for up to 10 users, 5 GB of storage and files of up to 250 MB. No other app has to be started.

Your first hour

Home > Getting started has a setup guide. Each step ticks itself off when it's done.

1. Make your company folders. Start with the few your business really uses, like Clients, Bills, Contracts and HR. See Files and folders.
2. Decide who sees what. A new company folder is open to everyone in Documents unless you change it. See Who can see what.
3. Add your files. Drag files or whole folders from your computer onto the page, or choose Upload. Big files upload in small pieces, so a bad connection doesn't start over.
4. Invite your team. Give each person a role. See Users and roles.
5. Add tags. A few tags such as "To check", "Signed" or "2026" make files easy to find across folders.
6. Share your first file. Make a share link or ask a customer for a file. See Share links and Request files.
7. Look at From apps. Files from your other Ellibo apps are already there. See Files from your other apps.

What's in the menu

• Home - your recent files, your activities, files waiting for you, and the storage you use.
• Documents - the company folders, with the folder tree on the left.
• My Drive - your own files. Nobody else sees them unless you share them.
• Shared with me, Recent and Starred - quick ways back to files.
• My activities - files someone asked you to check, approve or reply to. See Activities, comments and approvals.
• File requests and Share links - everything you've asked for and shared.
• From apps - the files of your other Ellibo apps.
• Automation (Admins and Managers) - rules and folder actions, keep-for rules, email-in, tags and the access log.
• Trash - deleted files and folders, until they go for good.
• Settings and Plan & Billing - for Admins.

On your phone

Open Ellibo Documents in your phone's browser and choose Install or Add to home screen. It isn't a store app. On a phone you can find and open files, share them, and scan paper straight into a folder. See Scan and read files.

Plans

Documents is priced per business, by storage. See Plans and storage.