Sydnee

File Sorting in the File Manager

Client Access & Permissions in the File Manager

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

Connor Bearse

Frequently asked questions and help articles about file sharing

File Storage & Sharing

Login

Recover Password

Register

Find answers and get help from Intercom Support and Community Experts

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