File Management
When you open the Files page, the system automatically redirects you to your company's file directory — no manual selection needed.
Each customer can only access files belonging to their own company. Files from other companies are not accessible.
File Directory Structure
Each project has its own folder in the file system with the following structure:
Company Root
└── Project Name
├── Gathering ← Upload your materials here
└── Deliverable ← Completed deliverables from the team
- Gathering — Material collection folder for uploading project-required documents
- Deliverable — Deliverables folder containing the team's final output files
Navigation
The breadcrumb path at the top of the page shows your current location, for example:
Files > Company Name > Project Name > Gathering
Click any level in the path to jump directly to it. Click a folder name to enter it, or click .. to go back up one level.
Uploading Files
- Navigate to the target folder (typically the project's Gathering folder)
- Click the Upload button in the toolbar
- Drag files into the upload area, or click Select Files to browse
- A progress bar is shown for each file
- Uploaded files automatically appear in the list
Maximum file size is 100 MB per file. Supported formats include PDF, Office documents, images, text files, and more.
Downloading Files
Click the download button on the right side of a file row to download a single file.
To download multiple files at once, select them using the checkboxes, then click the Download button that appears at the top.
Creating Folders
Click the New Folder button in the toolbar, enter a folder name, and click Create.
Other Operations
| Action | Description |
|---|---|
| Rename | Click the edit button on a folder row (folders only) |
| Delete | Click the delete button on a row and confirm in the dialog |
| Preview | Click a file name to preview PDF, Office documents, images, etc. |
| Search | Use the search box in the toolbar to find files and folders by name |
| Refresh | Click the Refresh button in the toolbar to reload the file list |