Files and notes

Files and notes help your team keep account context close to the company it belongs to.

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Overview

Use files for documents and attachments. Use notes for written context, decisions, summaries, or internal account information. For post-sales teams, this is where contracts, implementation documents, renewal notes, onboarding summaries, and handoff details stay attached to the account. Both areas live under a company record and support folder-style organization. Files and notes have separate tabs and separate folder trees. A folder in Files is not the same object as a folder in Notes.

File storage is plan-limited. The Free plan includes 1 GB, Startup includes 500 GB, and Business and Enterprise are unlimited in the current client policy.

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Company files

Company files are for documents connected to an account.

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Upload files

Upload files from the company Files tab. Use clear names so teammates can recognize the document later. The Files area supports upload modals, file details, folder movement, and deletion confirmations.

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Organize folders

Create folders to group files by contract, onboarding, renewal, implementation, or another account-specific structure. Folder actions include creating, editing, moving items, and managing permissions where available.

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Share folders

Folders have general access and member-specific access. General access controls whether a folder is private or open to the workspace with a permission level. Member-specific access lets you invite named teammates to a folder and choose what they can do. Folder share modals also include copy-link actions. Copied links use top-level app paths and open in the signed-in user’s active workspace.

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Open file details

Open a file to review details and available actions. Contract files can expose contract-specific status where applicable.

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Delete files

Delete files only when they should no longer be available from the company record.

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Share files

Files can be shared independently from folders. A file share menu lets teammates adjust general access, add specific people, choose a permission level, and copy a direct link. Workspace admins can access files in their workspace. Non-admin teammates depend on general access or explicit membership. If a file has explicit member access configured, that membership can narrow access for non-admin users.

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Company notes

Company notes are for written context.

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Create notes

Create a note when information should stay attached to the company instead of a conversation or ticket. Notes use an editor and can be opened as their own detail page under the company.

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Edit notes

Open a note to update the title or content. Notes are best for durable account context: onboarding summary, renewal notes, meeting notes, or implementation details.

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Share notes

Notes use the same member access pattern as files. Add teammates when a note should be visible or editable by a smaller group than the whole workspace.

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Organize folders

Use folders to separate notes by topic, team, project, or time period. Private note folders are useful for sensitive account context, such as escalation notes or renewal strategy. Share them deliberately so teammates can still find the context they need without exposing every internal note broadly.

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Delete notes

Delete notes when they are no longer useful or should be removed from the record.

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Choosing between files, notes, and tickets

Use the surface that matches the type of information.

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Use files for documents

Contracts, PDFs, exports, images, and external documents belong in Files.

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Use notes for account context

Summaries, internal observations, and working notes belong in Notes.

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Use tickets for action

If the information requires ownership, status, due date, or discussion, create a ticket instead.