Drive
Drive is the workspace file manager. Use it for files that should be easy to find across the organization, and use a record’s attachment area when a file only makes sense beside that record.
Drive sections
Section titled “Drive sections”The left navigation separates files by how they are used:
| Section | Contents |
|---|---|
| My Drive | Your folders and files |
| Shared with me | Content shared directly or through a department |
| Recent | Recently used files |
| Starred | Files and folders you marked for quick access |
| Trash | Deleted content that can be restored or permanently removed |
Linked Files gathers attachments from Deals, Activities, Tickets, Projects, Accounts, Contacts, and Price Offers. Open a linked item to return to its source record.
Organize and find content
Section titled “Organize and find content”Create folders in My Drive and use breadcrumbs to move through them. Keep folder trees shallow and names predictable so other users can find content later.
Drive supports grid and list layouts. You can change the grid density, sort by last modified, newest, name, or size, and search by file or folder name.
Upload and preview files
Section titled “Upload and preview files”Select Upload to add one or more files to the current folder. Upload progress remains visible while you continue working, and an interrupted upload can be retried.
Images, video, and audio can be previewed in Drive. PDFs and other documents can be opened or downloaded using the available file actions.
Files and folders can be renamed, starred, shared, or moved to Trash. In Trash, use Restore to recover an item or Delete Forever to remove it permanently.
Sharing
Section titled “Sharing”Folders can be private, shared with selected people or departments, or visible to the organization. Folder visibility is inherited by its contents.
Files and folders can also be shared with:
- a workspace user
- a department
- an external email address
Choose view access for people who only need to open or download content. Use edit access where available when a collaborator should manage the shared folder or its contents. External email sharing sends an invitation through a secure share link.
Review sharing at the folder level before sharing every file separately. A well-chosen shared root is easier to maintain.
Drive or record attachments?
Section titled “Drive or record attachments?”Use Drive for reusable or organization-wide material such as policies, templates, brand assets, and shared delivery folders. Use record attachments for evidence or context that belongs to one Project, Ticket, Account, or Price Offer.
Linked Files lets users find those record attachments from Drive without duplicating them.
Permissions
Section titled “Permissions”Drive has separate permissions for viewing, creating, updating, deleting, and sharing content. A shared link does not replace the workspace permissions required for internal management actions.