Document Management

Drag and drop files into the upload zone, or click to select. You can upload individual files or ZIP archives that will be extracted automatically.

Organize your documents in a folder tree. Click "New Folder" to create one. You can create subfolders, rename and move folders via the context menu (right-click).

Link a document to a task, decision, meeting report or risk. Open the document, then use the "Linked to" section to search and link entities. Links are bidirectional: the document also appears on the linked entity page.

Upload a new version of an existing document. The complete history is preserved: you can preview or download any version, and restore an old version if needed.

Add tags to your documents to organize and filter them. Tags appear as clickable chips in the explorer. Click a tag to filter documents.

Access profiles control who can view, upload, delete, move, version, link and share documents. 4 system profiles are preconfigured: Reader (view), Contributor (view + upload + link), Manager (all except admin), Admin (all). The administrator can create custom profiles.

Storage is limited according to your plan. The progress bar at the top of the explorer shows current usage. If you approach the limit, archive or delete unnecessary documents.