Client and project files
Attach files and notes to the right clients, projects, and workflows.
Storage & Files
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.
- 01
- Attach files and notes to the right clients, projects, and workflows.
- 02
- Use plan-based storage from 5 GB through unlimited storage.
- 03
- Keep the supporting materials behind invoices, proposals, and tasks easy to find.
client document management software
What is client document management software?
Client document management software organizes files around the customer and work they support. Workspace369 keeps files, notes, project assets, proposal documents, invoice context, requests, and shared records connected instead of placing every document in an unrelated folder tree.
Product reference
Reviewed July 17, 2026 by the Workspace369 Product Team. Availability can vary by plan, region, and workspace configuration.
What it covers
Every file close to the work it supports.
File management in Workspace369 keeps documents, notes, and project assets attached to the clients, projects, and workflows they belong to.
Plan-based storage
Scale storage by plan, from 5 GB through unlimited options.
Supporting materials
Keep supporting materials close to estimates, proposals, invoices, and payment records.
Shared work history
Organize the files behind delivery, approvals, and communication so records survive ownership changes.
SharePoint-backed controls
Use SharePoint-backed controls for files connected to client work.
Built into the operating flow
Move from first signal to completed work with context intact.
Files connect to clients, projects, notes, proposals, invoices, requests, and team records.
- 01
Start with the right record
Attach files and notes to the right clients, projects, and workflows.
- 02
Move the work forward
Use plan-based storage from 5 GB through unlimited storage.
- 03
Keep the result visible
Keep the supporting materials behind invoices, proposals, and tasks easy to find.
Inside Workspace369
See how the feature fits into day-to-day work.
Follow the record through the views teams use to act, review progress, and keep the next step clear.Product view 01
Attach files and notes to the right clients, projects, and workflows.
Keep client and project files close to the work they belong to, with storage that scales by plan and shared records for teams.
Product view 02
Use plan-based storage from 5 GB through unlimited storage.
Files connect to clients, projects, notes, proposals, invoices, requests, and team records.
1Record updatedContext stays attached to the work.Now
2Team follow-upContext stays attached to the work.3m
3Client notifiedContext stays attached to the work.4m
Product view 03
Keep the supporting materials behind invoices, proposals, and tasks easy to find.
Make files part of the workflow, not a separate hunt.
1TriggerClient activityAutomated
2ConditionMatch the right recordChecked
3ActionContinue the workflowNext
Examples
File workflows teams repeat.
These examples show how files move through connected client work. They are product workflows, not promised business outcomes.
Client Intake File Handoff
- 1Attach intake documents to the new client
- 2Add notes describing source and intended use
- 3Link the files to the request or project
- 4Review the record before work begins
- 5Hand off a complete client file
Proposal Support Pack
- 1Open the proposal that needs backup
- 2Attach supporting materials to the record
- 3Check materials against the estimate
- 4Keep the same files near the invoice
- 5Preserve the history for later review
Common operating scenarios
Give every file an operating context.
These examples describe how the feature fits into connected client work. They are product workflows, not promised business outcomes.
Keep intake files with the client
Attach documents and notes to the client, request, or project that introduced them so the team can find the source and intended use later.
Support proposals and billing
Keep supporting materials close to estimates, proposals, invoices, products, and payment records so client-facing documents are easier to prepare and review.
Preserve a shared work history
Organize the files behind delivery, approvals, communication, and team decisions so the record remains understandable when ownership changes.
Where it connects
One record can carry the work forward.
Files connect to clients, projects, notes, proposals, invoices, requests, and team records.
Common questions
Storage & Files questions
Can Workspace369 store files by client or project?
Yes. Workspace369 is designed to keep files and notes connected to clients, projects, requests, proposals, invoices, tasks, and other relevant workspace records.
How much file storage is included?
Storage allowances vary by plan, from defined gigabyte limits to higher-capacity and unlimited options. Check the pricing page for current plan details.
Can files support client-facing workflows?
Files can support proposals, invoices, requests, projects, shared records, and other client-facing workflows while internal access remains controlled by workspace permissions.
Work from one connected system
Bring this workflow into the rest of Workspace369.
Start free and bring this workflow into the rest of your workspace.