Drive
Drive is the workspace file manager. Use it for documents, images, spreadsheets, videos, and other files that should stay connected to the organization.
Core concepts
Section titled “Core concepts”Drive has folders and files. Folders can be private, shared with selected users or departments, or visible to the whole organization. Files can be uploaded, previewed, downloaded, starred, moved, shared, and restored from trash.
Common actions
Section titled “Common actions”Upload files
Section titled “Upload files”- Open Drive from the Operations section.
- Choose the folder where the file belongs.
- Click Upload.
- Select one or more files.
Use clear names for customer-facing files. The file name is what other users will search for later.
Create folders
Section titled “Create folders”Create folders when a team needs a repeatable structure, such as:
- customer contracts
- price offer attachments
- project files
- marketing assets
- internal policies
Avoid creating very deep folder trees. A shallow structure is easier to search and share.
Share content
Section titled “Share content”Drive supports sharing with users, departments, or the organization. Use view access when a person only needs to read or download files. Use edit access when they should rename, move, or manage content.
Related records
Section titled “Related records”Files may also appear through related modules such as Projects, Tickets, Accounts, and Price Offers.
Use Drive for general organization-wide files. Use record attachments when the file only makes sense in the context of one customer, ticket, project, or offer.