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Document Management

The Documents section provides file storage and organization for your project. Upload files, organize into folders, and integrate with cloud storage services. All project-related documents live here, from design assets to specifications to meeting recordings.

The Problem This Solves

Project files scatter across personal drives, email attachments, and various cloud services. Finding the latest design mockup means searching through emails. Sharing a spec requires uploading to yet another service. Version confusion reigns.

Documents centralizes file storage where work happens. Team members access files without asking "where is it?" Project files organize alongside tasks and discussions, creating a single source of truth.

What You Are Looking At

The Documents interface presents a file manager with modern features:

Header Bar: View mode toggles (card/list), breadcrumb navigation showing current folder path, search field, and action buttons for creating folders and uploading files.

Stats Bar: Quick counts of folders and files in current view, back navigation when inside folders.

Content Area: Files and folders displayed in either card grid or list table format. Supports drag and drop for uploads and organization.

View Modes

Card View

Files and folders display as visual cards:

  • Folder icons show container metaphor
  • File cards show type icons or thumbnails
  • Grid layout responsive to screen size
  • Quick visual scanning

Toggle card view using the grid icon in the header.

List View

Files and folders display in a table:

ColumnContent
NameFile or folder name with icon
SizeFile size (folders show "-")
ModifiedLast modification date
OwnerWho uploaded the file

List view works well for:

  • Dense file listings
  • Sorting by columns
  • Quick keyboard navigation

Toggle list view using the list icon in the header.

Folder Navigation

Breadcrumb Trail

The header shows your current location:

Documents > Design > Sprint 23 > Mockups

Click any segment to jump to that folder level.

Entering Folders

  • Card view: Click folder card to open
  • List view: Click folder row to open

Going Back

Navigate up using:

  • Back button in stats bar
  • Breadcrumb navigation
  • Keyboard: Backspace (when focused)

Uploading Files

Drag and Drop

The easiest method:

  1. Drag files from your computer
  2. Drop anywhere on the documents area
  3. Visual overlay confirms drop zone
  4. Upload starts automatically

Multiple files can be dropped at once.

Upload Button

For explicit upload:

  1. Click "Upload" button in header
  2. File picker opens
  3. Select one or more files
  4. Upload begins on selection

Upload Progress

During upload:

  • Toast notification shows progress
  • Files appear when complete
  • Failed uploads show error notification

File Types

Common supported types:

  • Documents: PDF, DOC, DOCX, TXT, MD
  • Images: PNG, JPG, GIF, SVG, WEBP
  • Design: PSD, AI, SKETCH, FIG
  • Code: JS, TS, PY, JSON, YAML
  • Archives: ZIP, RAR, 7Z

Size limits apply—check workspace settings for specifics.

Creating Folders

New Folder

  1. Click "Create Folder" button
  2. Modal opens for folder name
  3. Enter descriptive name
  4. Click Create

The folder appears in your current location.

Folder Naming

Good practices:

  • Descriptive names: "Sprint 23 Designs"
  • Consistent conventions: "YYYY-MM Meeting Notes"
  • Avoid special characters

Note: Create Folder may be a Pro feature.

File Operations

Context Menu

Right-click any file or folder for options:

Files:

  • Preview
  • Download
  • Rename
  • Delete
  • Move (if supported)

Folders:

  • Open
  • Rename
  • Delete

Preview

Click a file to open preview modal:

  • Documents show preview or icon
  • Images display inline
  • Download button always available
  • Metadata shown (size, date, owner)

Download

Download files via:

  • Context menu → Download
  • Preview modal → Download button
  • Direct link (if shared)

Rename

Change file or folder names:

  1. Right-click → Rename
  2. Edit name in modal
  3. Confirm changes

Delete

Remove files or folders:

  1. Right-click → Delete
  2. Confirm deletion
  3. Item removed immediately

Warning: Deleted items cannot be recovered. Deleting folders removes all contents.

Cloud Storage Integration

Dropbox

Import files from Dropbox:

  1. Click Dropbox button in header
  2. Authenticate if needed
  3. Browse Dropbox folders
  4. Select files to import
  5. Files copy to current folder

Google Drive

Import from Google Drive:

  1. Click Google Drive button
  2. Authenticate with Google
  3. Browse Drive files
  4. Select for import
  5. Files copy to project

Note: Cloud storage integration may require Pro plan.

Search

Find files and folders quickly:

  1. Click search field in header
  2. Type search terms
  3. Press Enter to search
  4. Results filter current view

Search matches:

  • File names
  • Folder names
  • File extensions

Clear search to return to full view.

File Organization

Folder Structure

Suggested organization:

Documents/
├── Design/
│   ├── Mockups
│   ├── Assets
│   └── Brand
├── Technical/
│   ├── Architecture
│   └── API Specs
├── Meetings/
│   ├── 2024-Q1
│   └── 2024-Q2
└── Resources/
    ├── Templates
    └── References

Naming Conventions

Establish team standards:

  • Date prefixes: "2024-01-15MeetingNotes.pdf"
  • Version suffixes: "Design_v2.fig"
  • Status prefixes: "DRAFT_Proposal.docx"

File Hygiene

Maintain organization:

  • Archive old versions periodically
  • Remove obsolete files
  • Keep folder structure flat enough to navigate
  • Document folder purposes in README files

Permissions

Document access follows project permissions:

RoleUploadCreate FoldersDelete
Agency Owner✓✓✓
Manager✓✓✓
Developer✓✓Own files
ClientView only✗✗

Settings may further restrict access.

Pro Features

Some document features require Pro plan:

  • Create Folders: Organize into hierarchies
  • Dropbox Integration: Import from Dropbox
  • Google Drive Integration: Import from Drive
  • Increased Storage: Higher limits

Free plans include:

  • File uploads
  • Basic viewing
  • Downloads

Storage Limits

Storage quotas vary by plan:

PlanStorage
FreeLimited
ProHigher limit
EnterpriseCustom

Check workspace settings for current usage.

When approaching limits:

  • Archive old files externally
  • Remove unused uploads
  • Consider upgrading plan

Best Practices

Upload Thoughtfully

  • Upload project-relevant files only
  • Use appropriate folders
  • Name files descriptively
  • Consider file size

Organize Early

Set up folder structure before uploading many files. Moving files later is more work.

Use Cloud Integration

For large files or existing cloud storage:

  • Link from Dropbox/Drive
  • Avoid duplicate uploads
  • Keep master in one location

Document Purpose

Create README files in folders explaining:

  • What belongs here
  • Who maintains it
  • Naming conventions used

Troubleshooting

Upload fails:

  • Check file size limits
  • Verify file type allowed
  • Ensure stable internet
  • Try smaller batches

File not appearing:

  • Refresh the page
  • Check correct folder
  • Wait for upload completion
  • Check for error notifications

Cannot create folder:

  • Verify Pro subscription
  • Check permissions
  • Try different folder name

Preview not loading:

  • Some file types don't preview
  • Download to view locally
  • Large files may take time

Cloud import stuck:

  • Re-authenticate service
  • Check cloud service status
  • Try fewer files at once

How to Report a Problem or Request a Feature

Your feedback matters. Here is how to share it:

If document management behaves unexpectedly or you need additional features, we want to know.

In the Sidebar, click on Support Tickets and open a ticket for the problem. Everything is interactive and fast through the GitScrum Studio platform.

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