Files keeps every document, image, and export next to the record it belongs to, so a contract lives on the organization, a shot list on the job, and a receipt on the expense. The same folders become a secure portal: place a file in Shared and the school's contacts can collect it, send a link and a parent can upload without an account. Large transfers, signatures, retouching, and delivery to a lab all start from the same Files tab.
<aside> 💡
The folder decides who sees a file. Private is your team, Shared is the client, Staff Shared is your field crew. Put the file in the right folder and the permissions take care of themselves.
</aside>
How files are organised and who can see them.
Folder Structure & Configuration
Getting files in and out.
Clients, families, and people without an account.
Sharing Files With Organizations
Contact Guide: Logging In and Downloading Shared Files
Everything else on the Actions menu.