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Documentation / Run the work

Files & documents

Keep client content and business documents with the work they belong to.

Organize the content

Keep the latest project content attached to the client relationship. Use documents for the business paperwork that needs a consistent structure.

Reuse a document template

The template builder helps you prepare repeatable document layouts instead of starting from a separate word-processing file each time.

Choose your storage

Use the managed-storage allowance in your plan, add capacity in 10 GiB blocks, or connect S3-compatible storage. Files held with your own provider do not use the managed-storage allowance.

View storage and plan details