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:

1. Go to Workspaces

2. Select the workspace you want to work in

3. 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:

1. Go to Workspaces and select the workspace

2. Click Content

3. Select the folder you want to download

4. 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.