File Sharing and Document Management
Upload, share, and organize files in WorkVell documents for team collaboration.
[Upload files]
Collaboration → Documents → Upload File
- Supported types: PDF / Word / Excel / PowerPoint / Images (PNG, JPG) / CSV
- Max size per file: depends on tenant settings (default 50MB)
[Organize with folders]
- Create New Folder to add folders
- Drag and drop to organize files
- Set folder permissions to restrict access to specific teams
[Share files]
Select file → Share
- Share with specific WorkVell users (by name or group)
- Copy Link for URL sharing (accessible only to WorkVell account holders)
[Version history]
Uploading a file with the same name auto-creates a new version.
File detail → Version History to download prior versions.
[Search]
Use the search bar in Documents to find files by name or tag.
⚠ Apply proper permissions to files with sensitive content. Avoid sharing with unintended recipients.
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