Workspace and Collaboration
This section covers the persistent operating layer of FlexFiles: file storage, organization, sharing, roles, and collaboration-aware workflows. If your process will be repeated or shared, this layer matters.
Main guides
Why workspace structure matters
Folders, permissions, version history, guest intake destinations, and AI indexing all become easier when the workspace has a clear operational structure. Teams that treat the workspace as a dumping ground usually struggle later with retrieval noise, access confusion, and inconsistent review flows.
Keep exploring
Understand the file layer inside FlexFiles, including uploads, folders, metadata, and version-oriented workflows.
Understand share links, permissions, activity visibility, and collaboration concepts in FlexFiles.
Create secure guest upload links to collect documents from clients, applicants, or partners without granting workspace access.