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Documents and files

Files, attachments and where they belong

A file sent in a conversation and left there is lost a month later. The Files module gathers work attachments and ties them to a project or client, so whoever needs one finds it without asking who sent it.

Steps

  1. Upload the file from the Files module, or attach it directly inside the task or conversation it belongs to.
  2. Link it to the right project or client.
  3. Name it so it is understood without opening it — date, party, subject.
  4. Find it later from where it is linked, not by scrolling a message stream.

Worth knowing

  • Contracts and final deliverables belong in their linked place, not in a passing chat.
  • Before uploading a second copy, search for the first. Duplicate copies are the most common file problem.

The module this belongs to: Explore Files

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