Documents Hub

How Documents Works

Document storage, version control, folder structure, secure sharing, and how the Documents hub connects to CRM, portal, and credentials.

Organise Folders and Control Access

Build a folder structure, upload files, and restrict who can read, change, delete or share each folder.

Share Files Securely

Create share links that can view, comment or upload, with passwords, expiry, download limits, alerts and an access log.

Version History, Trash and Quick Views

Roll a file back, name milestone versions, compare versions, restore deleted items from the trash, move files, and use Starred, Recent and Shared.

Compare Versions and Set Retention

See what changed between two versions of a file, and choose how long old versions are kept.

Folder Templates

Create a ready-made set of folders in one go, or save any folder structure as a template for your team.

Activity Log and Comments

See everything that has happened in a folder or to a file, and discuss files with comments your team and guests can leave.

Find Files: Columns, Filters and Sorting

Choose which columns the file list shows — including who created, changed or last opened each item — filter any column and sort in either direction.

Knowledge (team wiki)

Spaces, nested pages, the editor, mentions, templates, comments, version history, review dates, permissions and public links.

Document Audit Log

See every change across the document library — who created, edited, opened, moved, deleted, shared or changed access to what, and when — and export it to CSV.