June 3, 2026• Category: Frequently Asked Questions • Workspace • Views: 23
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June 3, 2026• Category: Frequently Asked Questions • Workspace • Views: 39
To use ‘Submit File’, the following conditions must be met: If either condition is not met, the ‘Submit File’ action will not be...
June 3, 2026• Category: Frequently Asked Questions • Workspace • Views: 22
If the File has Workflow enabled: If the File does not have Workflow enabled:...
June 3, 2026• Category: Frequently Asked Questions • Workspace • Views: 27
June 3, 2026• Category: Frequently Asked Questions • Workspace • Views: 36
Access to upload files depends on your primary role. If you cannot upload a File, verify that you have access to the destination entity and the required...
June 3, 2026• Category: Frequently Asked Questions • Workspace • Views: 32
Standalone Files can be uploaded in the following locations: Files uploaded inside a Board are not considered Standalone Files....
‘Share with Anyone’ is designed for secure collaboration with people who are not members of your Workspace. It provides additional controls such as...
June 3, 2026• Category: Frequently Asked Questions • Workspace • Views: 30
No, direct linking is not available. However, you can use ‘Copy File Link’ to reference a File from a Task: This allows users to quickly access the...
June 3, 2026• Category: Frequently Asked Questions • Workspace • Views: 17
Yes, you can move a File by following these steps:...
June 3, 2026• Category: Frequently Asked Questions • Workspace • Views: 28
Yes, you can delete a File by following these steps:...
