Your folders and your clients’.In one drive.
File your documents as in any drive. Each client has a folder there, and what they submit through a request lands in it on its own, in the request’s subfolder.
Drop a whole folder. Its subfolders come along.
- Fiscal year 2025
- Suppliers
- Budget 2026.xlsx
- Hourly rates 2026.pdf
- Bank
- Invoices
- Payroll
- Balance sheet 2025.pdf
38 uploads completed
Share a folder. With a code and an end date.
In the drive
- One folder per clientWhat your client submits through a request lands there on its own, in one subfolder per request.
- Shares pageAll your shares in one place, with their expiry dates, to revoke when needed.
- ZIP downloadA folder or a selection downloads as one file, up to 10 GB.
- TrashA deleted file can be restored for 30 days.
Frequently asked questions
All questionsDo I need a request to add a document?
No. Upload your files wherever you want. To link a file to a client, put it in their folder: it also appears in the Documents tab of their record.
How does sharing work?
You pick the contact, Read only or Edit, and an expiry date of 90 days at most. The contact gets the link by email or text message and enters a one-time code, with no account to create.
What file size is accepted?
Up to 50 GB per file. Total space depends on your plan; 50 GB blocks can be added when needed.