EVERY FILE.
PERFECTLY ORGANIZED.
A CENTRALIZED DOCUMENT HUB FOR EVERY BUSINESS AND CLIENT — WITH BUILT-IN VIEWING, PERMISSIONS, AND AI KNOWLEDGE INTEGRATION.
ONE PLACE FOR EVERY DOCUMENT ACROSS EVERY ENTITY
EVERY BUSINESS AND CLIENT IN YOUR SMBSERVICES NETWORK GETS THEIR OWN STRUCTURED DOCUMENT SPACE. AGREEMENTS, SPREADSHEETS, PROPOSALS, AND REPORTS — ORGANIZED INTO NESTED FOLDERS AND ACCESSIBLE FROM A SINGLE, UNIFIED INTERFACE.
FILE MANAGEMENT LIVES ALONGSIDE EVERY OTHER ASPECT OF THE ENTITY RECORD — NO CONTEXT SWITCHING REQUIRED.
- FOLDER TREES WITH UNLIMITED DEPTH AND HIERARCHY
- FILES SCOPED DIRECTLY TO THE PARENT BUSINESS OR CLIENT
- RELATIVE TIMESTAMPS KEEP YOU ORIENTED AT A GLANCE
- FILE SIZE AND METADATA VISIBLE PER ENTRY
OPEN ANY FILE DIRECTLY IN THE APP
EXCEL SPREADSHEETS, WORD DOCUMENTS, AND POWERPOINT PRESENTATIONS RENDER RIGHT INSIDE THE INTERFACE — WITH A FULL EDITING RIBBON, FORMULA BAR, AND SHEET NAVIGATION. NO DOWNLOADING. NO SWITCHING APPS.
- NATIVE RENDERING FOR EXCEL, WORD, AND POWERPOINT
- FULL SPREADSHEET INTERFACE WITH COLUMN FILTERS
- PDF VIEWER FOR CONTRACTS AND STATEMENTS
- ONE CLICK TO OPEN — STAYS IN CONTEXT
CREATE FOLDERS AND DOCUMENTS IN SECONDS
NEED A NEW FOLDER TO ORGANIZE PROPOSALS? A FRESH EXCEL TEMPLATE? A WORD DOCUMENT FOR A CLIENT AGREEMENT? CREATE IT RIGHT FROM THE INTERFACE WITHOUT LEAVING THE ENTITY RECORD
- NEW FOLDERS WITH CUSTOM NAMES AND NESTED PLACEMENT
- WORD DOCUMENTS (.DOCX) CREATED IN PLACE
- EXCEL SPREADSHEETS (.XLSX) READY TO POPULATE
- POWERPOINT PRESENTATIONS (.PPTX) FOR CLIENT DELIVERABLES
FULL CONTROL OVER EVERY FILE
EACH FILE CARRIES ITS OWN SET OF ACTIONS — PERMISSIONS, DELETION, DOWNLOAD, AND AI KNOWLEDGE BASE INCLUSION. EVERYTHING YOU NEED IS RIGHT THERE ON THE ROW.
