Sydnee

File Sorting in the File Manager

Folder Access Settings

Default File Module (Company-Wide File Template)

How to upload files

How to rename an uploaded file

How many files can be uploaded at once?

What is the maximum file size per upload?

How to create a folder

How to rename a folder

How to move files into folders

How to delete a folder

How to view files in a gallery view

How to view meta data of files

Use threaded comments, @mentions, and visual annotation pins to collaborate with your team and clients directly on any file.

Collaborating on Files with Comments and Pins

Keep your workspace clean while preserving every draft. Learn how to upload new versions, track changes, and download historical files.

Managing File Versions

Maintain full visibility and compliance with a complete audit trail of every action taken on your files.

Tracking File History and Audit Logs

Learn how Sydnee’s "restrictive waterfall" permission system keeps your files secure and your firm-wide policies enforced.

Understanding File Settings and Permission Inheritance

View metadata, manage folder locations, and access quick settings for any file in one centralized location.

Using the File Info Panel

Learn how to turn a folder in Files into a polished Deliverable that clients can view from their portal.

Deliverables

Connor Bearse

Frequently asked questions and help articles about file sharing

File Storage & Sharing

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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