​

File Management

Every Space has a Files & Folders panel — the folder tree for that Space, starting at its root. You create folders inside it, upload into them, and open any folder to work inside it directly.

​

Opening a folder

A folder is not just storage. Opening one — including the Space’s own root — puts you on the same panel row a Space has at the top level, now scoped to that folder: Overview is what you land on. Each of its five cards — Files & Folders, Tasks, Records, Meetings, Chats — shows a headline count, a short breakdown (file size, task status pills, a per-record-set tally), and the section’s own quick action (upload, add a task, add a record, start a meeting, start a chat). Clicking a card’s body switches to that panel; the action button skips straight to doing the thing.

​

Uploading

Inside Files & Folders, the Add files menu (the ⋮ button) offers:

• Upload files — the normal file picker.
• Write a file — opens a rich-text editor in a modal. Name the file (an extension you type is kept; otherwise it’s saved as Markdown) and it’s written straight into the current folder — no local file to create first.

You can also drag files onto the panel from anywhere — dropping them uploads into whichever folder you’re currently viewing. A New folder button next to Add files creates a subfolder.

​

The folder card

Every folder — including the root — shows a card at the top of the panel: its name, a description you can edit in place, who created it and when, and its total size (recursive, including subfolders). Click the chevron to collapse it down to a single line when you want more room for the list below.

​

Files, tasks and contacts

Folders inside a Space come in two kinds. Most are plain folders — created by hand, named whatever you like, nested however suits the work. Organising these is entirely up to you. A contact folder is different. It exists because a person is linked to the Space — a customer, a candidate, whatever the Space calls one — and its underlying key is generated by QuivaWorks from that person’s identity (their email address, typically) the first time they’re linked to a task or record. You never name or arrange it yourself. That key is what ties everything about the contact together: every task filed against them, every file in their folder, every record, chat and meeting scoped to them share it. Open their folder and its Overview shows all of it in one place. A contact folder’s card looks different from a plain one: it shows the person’s name, their contact details, and their task progress instead of a description.

​

Adding a contact from Files & Folders

A folder-level button — labelled with whatever the Space calls one (for example “Client” or “Contact”) — opens a menu with:

• Create [label] — a form to add one by hand.
• Create [parent label] — when the Space groups contacts under something else (for example “Organisation”), this creates one of those instead.
• Import [label] — an assistant-guided import instead of a manual form.

(“[label]” stands for whatever the Space calls a contact — “Client”, “Candidate”, and so on.) Creating one opens straight into their new folder.

​

Bringing files in from elsewhere

Two more entries in Add files:

• Select — browse any Space you can reach and copy a file, or a whole folder, into the one you’re viewing. Each file is copied server-side; nothing downloads through your browser.
• Generate document — pick a document template, fill it in, and the result is written straight into the current folder.

​

Sharing a file or folder

On Spaces that support it, a file or folder’s context menu offers Share: pick a user and give them access.

• A folder is always shared read-only.
• A file can also grant delete, on top of the read access every share includes.

​

Approvals and signing

On the same Spaces, a file’s context menu can also offer:

• Assign Approval — ask someone (a teammate, or an external person by email) to approve the file. A file can have more than one approval outstanding at once.
• View Approvals — once a file has at least one approval, review its status and any feedback left on approval or rejection.
• Review & sign — shown only on documents the system has marked as signable. Opens a signing flow: some documents route you to a dedicated signing session; others use a simple in-app approve-or-decline.

​

Where to go next