Files Overview

Managing Files Video

A file is a document or work product that you create and add to your work environment. You and your team can add, edit, maintain, annotate, discuss, and delete files based on your application privilege settings. You can also limit the visibility of certain files and folders by applying permission sets directly to the file or folder. Create standard folder structures and files across your organization using the folder template feature. Upload as many files as your project requires; there is no file storage limit by project or user. Individual files cannot exceed 2GB.

Note: You should not apply File permission sets at the project level for users who need limited access to specific files and folders.

You can upload files in over 500 supported file types including video and audio. Virtually all document file types are supported, but you cannot upload executable, script, or markup files such as .exe, .html, or.vbx files.

With files functionality, you can check in and check out files to avoid version conflicts, track file version history, preview files without downloading them, and download files for use offline. Built-in virus scanning functionality automatically scans your files during upload and check in. If an issue is detected with a file, you are notified and the contents of the file are deleted from the database. You can upload another version of the file that is not corrupted. Files that are still pending virus scan can be downloaded or checked out. The application will ask you to confirm before you download or check out an unscanned file.