Business modules

Files

Manage files, folders, record attachments and external upload links.

Open the guides below for work in this area. Use Files on web or Business → Files on desktop. Navigation depends on enabled modules and read access.

Modules and settings

Files and upload links

Teams manage files/folders/attachments and collect uploads through expiring links.

Files and upload links settings

Options, screen paths and defaults.

If the menu is missing

Check that the area is enabled in Modules, then check your read permissions in Roles.

Open a guide for connection fields, account selection and app-specific limits.

Google Drive

Connection, actions and limits.

OneDrive

Connection, actions and limits.

All connection guides.

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