Files, storage, notes, and shared records

Keep client and project files close to the work they belong to, with storage that scales by plan and shared records for teams.

What it helps you do

• Attach files and notes to the right clients, projects, and workflows.
• Use plan-based storage from 5 GB through unlimited storage.
• Keep the supporting materials behind invoices, proposals, and tasks easy to find.

Where it connects

Files connect to clients, projects, notes, proposals, invoices, requests, and team records.