The Content section in each workspace is where your team can upload, organize, and manage files, notes, links, and embeds to share with clients. And when clients upload content through their portal, and anything they share appears here automatically.
All files, notes, links, and embeds are also saved to the shared content library automatically.
To get started:
Go to Workspaces
Select the workspace you want to work in
Click Content
Adding content
From the Content section, you can add content directly to the root of the workspace or inside a folder. Use the buttons at the top right:
File: upload a file from your device
Folder: create a new folder to organize your content
Import: upload a zip file to the workspace
For other content types, click the three-dot menu and choose:
Note: add a text note
Embed: embed an external tool or URL
Link: add a URL
Library: insert an item from your personal library directly into this workspace
Looking for how clients upload files? See How clients upload content to their portal.
Downloading all files from a workspace
To download all files from a workspace folder at once:
Go to Workspaces and select the workspace
Click Content
Select the folder you want to download
Click the Download button
Depending on the file size, you'll receive an email once the download is ready.
Bulk actions
To act on multiple items at once, hover over any file or folder and use the checkboxes to select them. A toolbar appears at the bottom of the screen with the following options:
Remove
Move to move all selected items to another folder or workspace
Add Shortcut to create shortcuts for all selected items in another location
Note: Even if you remove a file, note, link, or embed from a workspace, it will still be available in your Content library. Head to More > Content to find it.