Files Overview
The Files module provides centralized storage for your tenant’s documents, images, and other assets. Files you store here are available to attach in other features — mail messages and eSign documents — through the file picker.
Accessing files
- Open the admin portal.
- Select Files in the left sidebar.
The file browser opens, showing your root folder.
File browser layout
The browser has two main areas:
- Folder panel (left): The folder hierarchy. Select a folder to navigate into it.
- File panel (right): Files and subfolders within the current folder.
The breadcrumb bar at the top shows your current location (e.g. Files › Contracts › 2026). Select any breadcrumb segment to navigate back up.
Supported file types
The Files module accepts any file type. Common uses:
| File type | Example use |
|---|---|
| Client contracts, invoices, eSign source documents | |
| Images (JPG, PNG, SVG) | Logos, brand assets |
| Spreadsheets (XLSX, CSV) | Project data, budgets |
| Documents (DOCX, MD) | Drafts, reports |
File size limits apply per upload. The maximum size is shown in the upload dialog.
Folder hierarchy
Folders are nested — you can create a folder inside another folder to any depth. A shallow structure (two to three levels) is easier to navigate in day-to-day use.
The root of your Files module is your tenant’s file storage. All team members with Files access see the same folder structure.
Next steps
- Uploading and Organizing Files — upload files, create folders, and move items.
- Using the File Picker — attach stored files in mail or eSign.