Documents
Documents (side menu, under Customers) lists in one place every file stored on customers and on work items that you may see. It is available when an administrator has enabled the Customers feature.
What is listed
A work item's files are listed only when you can see the work item. Attached to names the customer or work item the file belongs to; clicking it opens that customer or work item. Uploaded by is the person who uploaded the file.
Search and filters
The search box matches the file name and the description. The Filters panel narrows the list:
| Filter | Shows |
|---|---|
| Attached to | Only customers' files, or only work items' files. |
| Type | Any of the kinds you pick. Spreadsheet includes CSV files; Other is every file that fits none of the kinds. |
| Bigger than | Files over the chosen size. |
| Customer | The customer's own files and the files of its work items. |
| Work item | That work item's own files, not those of the items it contains. |
The page remembers your filters and your view (Tiles, Small tiles or List). Until you pick a view here, it opens in the one you last used in a file manager. The sort you choose carries over when you switch views.
Actions
Opening and downloading need the download files permission for the owner's kind (customer or work item). Edit description and Delete need the upload files permission and, for a work item, permission to edit it; a work item under an archived project allows neither. Each file shows only the actions you may take. A deletion cannot be undone and is recorded against the customer or work item, as in its file manager.