Storing documents in a folder, in a Workspace

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Storing documents in a folder, in a Workspace

Looking for best way to share and store documents (Word, Excel, Visio, PDF, etc) inside of a workspace. .. Ultimately, would like to have a tree of folders that will serve as a Data Room for a particular project.

Has anyone tackled this previously? Any way to make it work effectively without having to attach to rows and share them with individuals singularly?


  • Hi, 

    You can add attachments at the workspace level. click on the paperclip to right of the workspace name then upload the document.

    I hope this helps?




  • Andrée StaråAndrée Starå ✭✭✭✭✭


    To add to Sean's answer.

    You could also link to other Online Resources like Google Drive, Dropbox, and more.

    More info:

    Another option could be a method I've used mostly with clients in the construction area, and that would be to have a separate sheet for all documents where the rows would show what kind of document it is and there can also be different versions, and it's easy to send/share when needed.

    Would any of those options work?

    Have a fantastic week and let me know if you have any questions!


    Andrée Starå

    Workflow Consultant @ Get Done Consulting


    Andrée Starå

    Workflow Consultant / CEO @ WORK BOLD

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