--- title: File Management Overview description: Learn how to upload files from anywhere in your project, access them in one central location, organize with tags, and manage sharing with team members, vendors, and customers. --- [Skip to content](https://help.ressiosoftware.com/files-overview#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [Feature guides](https://help.ressiosoftware.com/feature-guides?hsLang=en) 3. [Files](https://help.ressiosoftware.com/feature-guides?hsLang=en#files) # File Management Overview ## Learn how to upload files from anywhere in your project, access them in one central location, organize with tags, and manage sharing with team members, vendors, and customers. Use **Files** to keep your project documents, photos, images, and web links organized and easily accessible for all stakeholders. #### Key Features **📁 Anywhere**: Easily upload and manage digital resources from multiple locations in your project. **🔐 Accessibility**: Share files and control who can access them. **📂 All in One Place**: View, sort, and filter all project uploads in a single location. --- ### Table of Contents 1. [Files Overview](https://help.ressiosoftware.com/files-overview#where) 2. [Organizing Files](https://help.ressiosoftware.com/files-overview#tags) 1. [Using Tags](https://help.ressiosoftware.com/files-overview#tags) 2. [Rename/Delete](https://help.ressiosoftware.com/files-overview#renaming) 3. [Locations](https://help.ressiosoftware.com/files-overview#location) 3. [Uploading Files](https://help.ressiosoftware.com/files-overview#How) 1. [Integrations](https://help.ressiosoftware.com/files-overview#integrations) 2. [Web Links](https://help.ressiosoftware.com/files-overview#Link) 4. [Sharing & Permissions](https://help.ressiosoftware.com/files-overview#sharing) 1. [Visibility](https://help.ressiosoftware.com/files-overview#visibility) 2. [Plan Hub](https://help.ressiosoftware.com/files-overview#plan-hub) --- [\[back-to-top\]](https://help.ressiosoftware.com/files-overview#back-to-top) ### Files Overview The **Files** page is your central location for organizing all project photos and documents. On the left-hand you will find your list of tags, with '**All files**' listed at the top. ![Screenshot 2025-12-05 at 11.53.19 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-05%20at%2011.53.19%20AM.png?width=600&height=300&name=Screenshot%202025-12-05%20at%2011.53.19%20AM.png) 🗂️ The **Files** page compiles all files uploaded throughout your project into one location. --- #### Layout Options Use the **Sort** dropdown to rearrange files. Toggle between **Thumbnail** and **Ticket** views for different visual layouts. ![Recording2025-05-15165128-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-05-15165128-ezgif.com-optimize.gif?width=550&height=451&name=Recording2025-05-15165128-ezgif.com-optimize.gif) --- #### Searching and Filtering Use the search bar (upper right) to find files by name. Use the 🔽 **Filter icon** to filter by: - **Visibility **(who can view file) - **Subject** (the project section where the file was uploaded) ![Screenshot 2025-12-05 at 11.51.40 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-05%20at%2011.51.40%20AM.png?width=550&height=369&name=Screenshot%202025-12-05%20at%2011.51.40%20AM.png) **📁 Subject: Project =** Files page **📊 Subject: Cost items =** Estimate/Specification page. --- [\[back-to-top\]](https://help.ressiosoftware.com/files-overview#back-to-top) ### Organizing Files Keep your project files easy to find by organizing them in the following ways: **🏷️ Tags**: Group related files for easier filtering. **📅 Renaming**: Sort files by name or upload date. **📍 By Location**: Files are grouped based on where they were added in the project (e.g., Estimate, Schedule, Messages). --- #### Tagging Files Tags, like file folders, help group and filter related files for easier navigation. Select **Manage Tags** to create tags. ![manage tags](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/manage%20tags.jpg?width=550&height=388&name=manage%20tags.jpg) **➕ Create**: Select **+ Add Tag** to create a new tag. **🗑️ Delete**: Select the red **🗑️ Trash icon** to delete a tag. **🗺️ Plan Hub**: Toggle [Share in the Plan Hub](https://help.ressiosoftware.com/files-overview#plan-hub) to include tagged files in [Plan hub.](https://help.ressiosoftware.com/plan-hub?hsLang=en) **![Tags-1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Tags-1.jpg?width=600&height=372&name=Tags-1.jpg)** --- **Adding Tags to Files:** Select a file, then click 🏷️ **No Tags** in the bottom left to assign one or more tags. ![Recording2025-05-14220836-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-05-14220836-ezgif.com-optimize.gif?width=600&height=397&name=Recording2025-05-14220836-ezgif.com-optimize.gif) **Filter by Tag: **Select the tag(s) to filter accordingly. ![Recording2025-05-14221353-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-05-14221353-ezgif.com-optimize.gif?width=600&height=392&name=Recording2025-05-14221353-ezgif.com-optimize.gif) --- [\[back-to-top\]](https://help.ressiosoftware.com/files-overview#back-to-top) #### Renaming and Deleting Files Select the **⋮ three dots** in the top right corner of a file to: **✏️ Rename** a file for better searchability **🗑️ Delete** a file from your project ![rename](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/rename.jpg?width=550&height=499&name=rename.jpg) --- [\[back-to-top\]](https://help.ressiosoftware.com/files-overview#back-to-top) #### Organize By Location Files can be added to practically every page/document. You can upload files to: **Estimate │Specs │Approvals │Invoices│ Bills │Schedule │To-dos │Daily Logs │ Files │Vendors │Plan Hub** ![Recording2025-05-13172943-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-05-13172943-ezgif.com-optimize.gif?width=600&height=446&name=Recording2025-05-13172943-ezgif.com-optimize.gif) **💡 PRO TIP:** The **Specifications** and **Schedule** pages offer the most complete view of your project and provide the greatest flexibility for organizing and sharing files and other information. --- [\[back-to-top\]](https://help.ressiosoftware.com/files-overview#back-to-top) ### How to Upload Files In most areas, selecting the![File icon1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/File%20icon1.png?width=36&height=32&name=File%20icon1.png) **File icon**  will open the upload interface. In the Files page, select **Upload file** to add files. ![upload](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/upload.jpg?width=600&height=355&name=upload.jpg) --- #### Upload Methods Files can be uploaded in multiple ways. ![Screenshot 2025-12-05 at 1.13.15 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-05%20at%201.13.15%20PM.png?width=468&height=385&name=Screenshot%202025-12-05%20at%201.13.15%20PM.png) --- #### Drag and Drop ![Recording2025-05-13174738-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-05-13174738-ezgif.com-optimize.gif?width=600&height=353&name=Recording2025-05-13174738-ezgif.com-optimize.gif) --- #### My Device Select **My Device** to search through your device's File Manager. ![Screenshot 2025-12-05 at 1.46.02 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-05%20at%201.46.02%20PM.png?width=500&height=371&name=Screenshot%202025-12-05%20at%201.46.02%20PM.png) **📱TIP**: My Device opens your **Camera** and **Photo Library **on mobile devices. --- [\[back-to-top\]](https://help.ressiosoftware.com/files-overview#back-to-top) #### File Integrations Ressio integrates with leading cloud storage platforms to streamline collaboration: **Dropbox | Google Drive | OneDrive | Box | CompanyCam | Ressio** **![Screenshot 2025-12-05 at 11.55.20 AM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-05%20at%2011.55.20%20AM.png?width=500&height=481&name=Screenshot%202025-12-05%20at%2011.55.20%20AM.png)** 🎓To learn more about integrating with **CompanyCam** and how to do that, read "[Integrating with CompanyCam in Ressio](https://help.ressiosoftware.com/migrated/integrating-company-cam-with-ressio?hsLang=en)".  🎓💡The Ressio logo is our **File Picker**. This feature allows you to pull in files from the same Ressio project, making file management more efficient. To learn more, read and watch "[Utilizing the File Picker Feature in Ressio](https://help.ressiosoftware.com/migrated/utilizing-the-file-picker-feature-in-ressio?hsLang=en)".  **Setup** **First time? ** You'll be prompted to log in and connect your account. | ![File integrations1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/File%20integrations1.png?width=670&height=430&name=File%20integrations1.png) | ![File integrations3](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/File%20integrations3.png?width=670&height=425&name=File%20integrations3.png) | | --- | --- | Follow on-screen instructions to complete setup. --- **Selecting files** Browse your connected drive, select files, then click **Select**. ![File navigation2.1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/File%20navigation2.1.png?width=568&height=366&name=File%20navigation2.1.png) **Uploading files** Choose **Upload # Files** to finalize. ![File navigation3.1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/File%20navigation3.1.png?width=611&height=391&name=File%20navigation3.1.png) **Manage your uploads:** You can add, remove, or modify uploads before confirming. ![File navigation4](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/File%20navigation4.png?width=571&height=481&name=File%20navigation4.png) **⚠️ Note**: This is a one-way integration. Files are imported into Ressio but changes made in your cloud storage will not sync back. --- [\[back-to-top\]](https://help.ressiosoftware.com/files-overview#back-to-top) #### Save Link from Web Use **Save Link from Web** to add live, editable files hosted online. ![Screenshot 2025-12-05 at 1.13.15 PM-1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-12-05%20at%201.13.15%20PM-1.png?width=500&height=411&name=Screenshot%202025-12-05%20at%201.13.15%20PM-1.png) Enter the URL and name and select ☁️ **Save link**. ![Save link from web](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Save%20link%20from%20web.jpg?width=450&height=301&name=Save%20link%20from%20web.jpg) **💡TIP**: Use for documents that may change over time to ensure access to the latest version. --- [\[back-to-top\]](https://help.ressiosoftware.com/files-overview#back-to-top) ### Sharing & Permissions **Send & Receive:** Files can be attached to messages and downloaded as needed. #### Messages Files can be attached to messages using the ![File icon1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/File%20icon1.png?width=36&height=32&name=File%20icon1.png) file icon. ![Messages](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Messages.jpg?width=550&height=518&name=Messages.jpg) **💡TIP:** Filter Message files by **Visibility** in the Files page. --- #### Download Select a file and choose **Download** to save it to your device. ![download](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/download.jpg?width=550&height=363&name=download.jpg) --- [\[back-to-top\]](https://help.ressiosoftware.com/files-overview#back-to-top) ### Visibility Permissions Control who can view files with **Visibility **settings. **Public**: All users with project access **Customers:** Customers and team with project access **Vendors**: Vendors and team with project access **Internal**: Only team members with project access. #### Set Visibility Before Upload Choose visibility before uploading to apply it to all selected files. ![visibility-1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/visibility-1.jpg?width=600&height=453&name=visibility-1.jpg) **Controlling Team visibility:** See [user permissions](https://help.ressiosoftware.com/users-and-permissions?hsLang=en#User-Permissions). Team member users and field users can only access select projects. **Controlling Customer visibility:** Customers must be invited to projects to view public/customer files. **Controlling Vendor visibility:** Vendors must be assigned to specific items/tasks to view files. - **Specification files: **Dependent on Vendor settings. - **Individual items:** Vendor must be added to the specific Spec item. - **All Spec Items**: Vendor can view all Spec item files. - **Bids / Purchase Order files:** Vendor must be assigned to Bid / Purchase order. - **Schedule tasks / To-do files:** Vendor must be assigned to task. - **Daily Logs:** Vendors **cannot** access Daily Logs --- #### Plan Hub The Plan hub is a unique public web-link meant to share plans with stakeholders, specifically Vendors. **Plan Hub tags:** Files can be added to the [Plan Hub using tags](https://help.ressiosoftware.com/plan-hub?hsLang=en). Files with a plan hub tag will show in the Plan Hub regardless of visibility settings. 🎓 To learn more about Plan Hub and how to enable it, read [Plan Hub](https://help.ressiosoftware.com/migrated/plan-hub?hsLang=en). --- [\[back-to-top\]](https://help.ressiosoftware.com/files-overview#back-to-top) If you have any questions or need further assistance, contact our support team at [support@ressiosoftware.com](mailto:support@ressiosoftware.com). 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