Every file next to the work it belongs to.
Link each file to its client, project, invoice or task, share it with a link, and restore any older version.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.
2 minutes: email, mobile number (code for US/Canada only), card. $0 for 14 days.
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- Link one file to several clients, projects, invoices or tasks.
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- Share links that can view or download, or need a password.
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- Version history and Recently deleted, on every plan.
What is client document management software?
Client document management software organizes files around the clients and work they support instead of an unrelated folder tree. In Workspace369, Files holds every upload in folders, links each file to the clients, projects, invoices and tasks it belongs to, keeps earlier versions you can restore, and shares files with people outside the workspace through links that can need a password, and on Specialist and up can expire.
Reviewed October 21, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
Read the Workspace369 documentationFind it, share it, get the old version back.
Everything your team uploads lives in one place, so nobody has to ask where the latest version is.
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Folders, with the work beside each file
Browse folders as a list or a grid and filter by type, size, date or who uploaded them. The Linked to column shows the record each file belongs to.
- Star a file to keep it one click away
- Tag files and filter by tag
- Download a selection as a .zip
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Share with your team or with a link
Give a teammate can view or can edit on a file. For people outside the workspace, create a link that can view or download, with a password if you want one. On Specialist and up, links can also expire.
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Go back to an earlier version
Upload a new copy and the old one is kept in Version history. Preview, download or restore any earlier version.
The files you need, already sorted.
Four views fill themselves: what was uploaded lately, what you starred, what you shared with a link, and what was deleted.
- Search files and folders by name
- Sort newest first, by name or by size
- Deleted files keep their links when you restore them
- Brief.pdfNorthwindPDFsOct 20
- Logo.pngRebrandImagesOct 17
- Kickoff.docxRebrandDocumentsOct 3
Sample data. Pick a view to see what it holds.
One copy, linked to every record that needs it.
Choose Link to… and pick the record. The file stays once in Files and shows up on each client, project, invoice or task it is linked to, and you can unlink it without moving it.
- ClientsBriefs and brand assets
- ProjectsAssets and deliverables
- InvoicesBackup for what you billed
- TasksThe file the task is about
- Signed contractsKept read-only after signing
- Share linksFor people outside the workspace
Files, links and versions on every plan.
Folders, version history and share links come with every plan, Cadet included. Links that expire and the file access audit log start on Specialist.
Compare plans- File managementEvery plan
- File versioningEvery plan
- File share linksEvery plan
- Share-link expirationSpecialist and up
- File access audit logSpecialist and up
Read from the current plan comparison.
Storage & Files questions
Can Workspace369 store files by client or project?
Yes. Files are kept in folders, and each file can be linked to clients, projects, invoices and tasks. One file can be linked to several records, and the Linked to column shows where it belongs.
Can I share a file with someone outside my team?
Yes. Create a link that anyone with the address can open, choose whether it can only view or also download, and require a password if you want one. On Specialist and up, links can expire after a day, a week, 30 or 90 days.
Does Workspace369 keep earlier versions of a file?
Yes. Uploading a new copy keeps the old one in Version history, where you can preview, download or restore it.
What happens when I delete a file?
It goes to Recently deleted, where it can be restored to its folder together with its links.
Which plans include Files?
File management, attachments on clients and projects, version history and share links are on every plan, starting at Cadet ($29 a month); share-link expiry starts at Specialist ($149 a month). Storage included with each plan is listed in the plan comparison on the pricing page.
Recent updates
All release notes- Locked features now show what they do, and unsaved work is easier to recoverLocked features now show a preview and the plan that includes them, plan limits show your real usage and the next plan, and unsaved work is easier to recover.
- Tasks, time tracking and files rebuilt for faster everyday workCreate tasks in seconds and drag them across the board, fill in a weekly timesheet with approvals, and upload files through a queue that handles duplicates.
- June 2026: fine-grained team access, receipt scanning and notes that work like documentsLimit teammates to their own clients, bill tracked time in one step, scan receipts into expenses, and write notes with rich text, sharing and AI.
Upload one client folder and link it to the work.
Start free and bring this workflow into the rest of your workspace.
14-day free trial. Card required. After the trial: from $29/month. Renews automatically every month until you cancel. Cancel anytime in Settings → Billing.