File Management

Stop Digging Through Email for That One File

A central file hub for your entire workspace. Organize in folders, preview without downloading, track versions, and share securely — all linked to your projects, clients, and deals.

No credit card requiredFree 14-day trial
A

Acme Corp

Pro plan

Settings
AKAlex Kim
Dashboard
Create
All Files
Starred
Recent
Folders
Storage2.1 GB / 10 GB
Client ProjectsAcme Corp
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Upload

Brand Guidelines v2.pdf

4.2 MBApr 2, 2026

Homepage Mockup.fig

12.8 MBApr 1, 2026

Q1 Report.xlsx

1.1 MBMar 31, 2026

Product Demo.mp4

48.3 MBMar 28, 2026

SOW — Acme Corp.docx

245 KBMar 27, 2026

Logo Pack.zip

8.7 MBMar 25, 2026

File Preview

Preview, version, and manage — without leaving Agiled

Open any file to see metadata, version history, tags, and sharing settings in one panel. Preview documents and images in-browser. Replace versions without losing history.

Brand Guidelines v2.pdf

PDF Document · 4.2 MB

Preview
Download
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Uploaded by
Alex Kim
Modified
Apr 2, 2026
Size
4.2 MB
Type
PDF Document
Location

Client Projects / Acme Corp

Tags
brandingguidelinesclient-facing

Sharing

Share securely with anyone, inside or out

Invite team members or external clients. Set per-person access levels, generate shareable links with expiration, and track who has accessed your files.

Share file
Add people by name or email...

Anyone with the link

Anyone with the link can view

People with access
AK

Alex Kim

alex@acmecorp.com

Can edit
SL

Sarah Lee

sarah@acmecorp.com

Can edit
JP

James P

james@acmecorp.com

Can view
MC

Maya Chen

maya@globex.com

Can comment
Link expires in 30 days
Done

Capabilities

Everything you need to manage files across your business

From upload to share — tools that keep every file organized, versioned, and accessible.

Drag & Drop Upload

Drop files anywhere in the workspace. Upload individually or in bulk — files are organized into the current folder automatically.

Full-Text Search

Search by file name, type, uploader, or date. Find any file in seconds, no matter how deeply nested in folders.

Version History

Every file keeps a full version history. Replace files without losing previous versions — restore any past version with one click.

Secure Sharing

Share files with specific people, teams, or via a public link. Control access levels — viewer, commenter, or editor — per person.

Smart Filters

Filter by file type, uploader, date range, or size. Save filter presets for quick access to common views.

Tags & Metadata

Tag files for cross-folder organization. Add metadata and notes. Tags are searchable and filterable.

Project Linking

Link files to projects, clients, or deals. See all related files from any entity detail view — no more digging through folders.

Storage Dashboard

Track storage usage per team, project, or file type. Monitor quota and clean up large or unused files.

FAQ

Common questions about File Management

Agiled supports all common file types — documents, images, videos, spreadsheets, PDFs, archives, and more. There are no restrictions on file type. Individual file size limits depend on your plan.

When you upload a new version of an existing file, the previous version is preserved automatically. You can view the full version history, preview any version, and restore a previous version as the current one — all from the file detail panel.

Yes. Generate a shareable link for any file. Control whether the link allows anyone to access it or only specific people you've invited. Set expiration dates and track who has accessed the link.

Files live in a folder tree you can customize. Create nested folders, move files between folders, and use tags for cross-folder organization. You can also view files linked to specific projects, clients, or deals.

Storage allocation depends on your plan. The storage dashboard shows current usage by team, project, and file type. You can upgrade your plan or clean up unused files to free space.

Yes. Agiled provides in-browser preview for documents, images, PDFs, and videos. Preview files directly from the file grid or detail panel — no separate app needed.

Yes. Attach files to projects, tasks, contacts, accounts, deals, invoices, and more. When you open any entity, you see all linked files in context. Files can be linked to multiple entities.

Access is controlled at both the folder and file level. Set permissions per user or team — viewer, commenter, or editor. Shared links can be restricted to specific people or made publicly accessible with optional expiration.

Ready to get your files under control?

Centralize files, share securely, and link everything to projects and clients. Free 14-day trial.

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