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Managing Files

Portals provide secure file storage with upload, download, preview, and organization capabilities.

Portal with Files

Uploading Files​

Drag and Drop​

The easiest way to upload:

  1. Open a portal
  2. Drag files from your computer onto the file area
  3. Files upload automatically with progress indicators

You can drag multiple files or entire folders.

Upload Button​

  1. Click the Upload button in the toolbar
  2. Select files from your computer
  3. Click Open to start uploading

Bulk Folder Upload​

Upload complete folder structures:

  1. Drag a folder onto the upload area
  2. All files and subfolders are uploaded
  3. Folder hierarchy is preserved

File Limits​

Maximum file sizes by tier:

TierMax File Size
Professional2 GB
Large Firm5 GB
Enterprise50 GB

Organizing Files​

Creating Folders​

  1. Click New Folder in the toolbar
  2. Enter a folder name
  3. Click Create

Navigate into folders by clicking them.

Moving Files​

  1. Select one or more files (checkbox or Ctrl+click)
  2. Click Move in the toolbar
  3. Select the destination folder
  4. Click Move

Or drag files between folders.

Renaming Files​

  1. Right-click the file (or click the menu icon)
  2. Select Rename
  3. Enter the new name
  4. Press Enter or click Save

Copying Files​

  1. Select files to copy
  2. Click Copy in the toolbar
  3. Navigate to the destination folder
  4. Click Paste

Downloading Files​

Single File Download​

  1. Click the file to preview it
  2. Click the Download button
  3. Or right-click and select Download

Bulk Download​

  1. Select multiple files using checkboxes
  2. Click Download in the toolbar
  3. Files are downloaded as a ZIP archive

Download All​

  1. Click the menu icon in the toolbar
  2. Select Download All
  3. All files in the current folder are zipped and downloaded

Previewing Files​

Click any file to open the preview panel:

Supported Previews​

  • PDF - Full PDF viewer with navigation and zoom
  • Images - JPG, PNG, GIF, WebP with zoom
  • Office Documents - Word, Excel, PowerPoint
  • Video - MP4, WebM playback
  • Audio - MP3, WAV playback

PDF Features​

The PDF viewer supports:

  • Page navigation
  • Zoom controls
  • Search within document
  • Fullscreen viewing
Large Firm & Enterprise

Advanced PDF features like annotations, form filling, and redaction are available on Large Firm and Enterprise plans.

File Indicators​

Visual indicators help track file status:

Unread Files​

New or updated files show an indicator:

  • Blue dot on unread files
  • Counter showing unread count in folder

Click a file to mark it as read.

Recent Files​

Recently uploaded files are highlighted to help you find new content quickly.

Signature Status​

Files with signature requests show status badges:

  • Pending - Awaiting signatures
  • Completed - All signatures received
  • Cancelled - Request cancelled

File Actions​

Right-click a file or use the menu icon for actions:

  • Download - Download the file
  • Rename - Change the filename
  • Move - Move to another folder
  • Copy - Copy to another folder
  • Send for Signature - Start a signature request
  • Delete - Remove the file

Deleting Files​

Delete Single File​

  1. Right-click the file
  2. Select Delete
  3. Confirm the deletion

Bulk Delete​

  1. Select multiple files
  2. Click Delete in the toolbar
  3. Confirm the deletion

Recovering Deleted Files​

note

Deleted files may be recoverable for a limited time. Contact your admin or support.

File Notes​

Add notes to files for internal tracking:

  1. Hover over a file and click the action menu (⋮)
  2. Select Edit Note
  3. Type your note
  4. Click Save

Notes help you track file status and add reminders.

For more on file notes, see File Notes.

Bulk File Selection​

Select multiple files for bulk operations:

Files Multi-Select

For more on bulk operations, see Bulk Operations.

Generate secure links to share files:

  1. Right-click a file
  2. Select Copy Link
  3. Share the link with portal members
note

Links require portal access. Non-members cannot access files via link.

Storage Usage​

View your organization's storage usage:

  1. Go to Settings → Subscription
  2. View current storage usage and limits

Storage limits by tier:

TierStorage
Professional1 TB
Large Firm10 TB
EnterpriseUnlimited