Some files are relevant for a whole project and cannot be assigned to a single file card. The project-wide Global Files area exists for exactly these files.

1. Open the global files

Open the project and click the files icon (folder) in the top bar.

2. Upload files

Click Upload and choose the files from your device – or simply drag & drop them into the highlighted area at the bottom.

The “Global Files” area with the “Upload” button and the drop zone

3. Sort into folders

To stay organized, you can sort the files into folders and subfolders. Click Folder, choose a name and save. Inside a folder, use Folder again to add subfolders.

The “Folder” button for creating folders and subfolders

You can assign global files to a concrete file card at any time later.

Sharing a folder from the global files

In the global files view a folder can be shared with external people directly – you no longer have to move it into a case first. Select the folder and click the share icon.

The same share wizard opens as on a case: add recipients or pick them from the address book, decide whether they may only view or also upload, and set an expiry date if you want. Everything else is covered in Share cases and folders with customers.