File Management

The New Way

Smart organizations can now shift to a new way of working with deliverables, content, designs - anything. Your files are stored directly in the project and process records, removing all the friction of sharing, collaborating, or just tracking down the file that relates to a task. 

Your teams will understand how files fit into the bigger picture, and they can add any file type, images, or videos up to 5 GB in size. That’s right, you’ll finally be able to see your desktop again.

Visualize Files Where
The Work Gets Done

Preview files directly in the context of your work - in cards, grids, records and docs. No matter where they are, all your files can be viewed and managed directly where the work is being done.

Drag, Drop
Copy & Paste Files

Adding files to SmartSuite is easy. Simply drag and drop files directly where you want them to go. That’s it. You’re done uploading files. We also support copy and paste shortcuts to add images into cells.

Collaborate On
Any File

Directly comment on files attached to items. Team members can preview files and annotate them with comments in real-time, making feedback a breeze.

Any user @mentioned in an annotation receives a notification in their personal Notification Center. One click takes them directly to the file, where they can make changes...and drag and drop the updated file right back into the project.

Integrate With
Cloud Storage

You’ve got your trusty cloud storage, so we won’t try to break you up. We integrate seamlessly with Dropbox, Google Drive, Box, and Microsoft OneDrive so it’s easy to add files to your workflows. Connect with Facebook and Instagram to add images directly from your social accounts, and even add images from Unsplash, the Internet’s source of free images. 

Keep Track Of
File Versions

Who hasn’t been caught looking for the latest and greatest version of that file? Is it Deck_v12.2_Final or Deck_v12.2 Final_Final?

Never again! View and reference every iteration of a file in one timeline, making it easy to spot differences or revert to older versions in a click.

Search
For Files

Work life is easier when you can find exactly what you’re looking for. Power Search lets you instantly search for any file across all your solutions. See your results by name, type, size, date last updated, and more.

Add Files
Directly to SmartDocs

File management in SmartSuite works seamlessly with your new favorite document feature, SmartDocs. Embed images from anywhere directly in your docs, or add files as linked attachments. You’ll always be able to see the files, so you won’t be playing the guessing game on which file name to download.

The Right Access
To the Right People

Easily grant permissions to support the right collaboration. Choose which users can see and edit files anywhere in SmartSuite. Allow everyone access, segment by teams, or set permissions at an individual level. Choose between Full Access, Editor, Contributor or Viewer.