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File management software for teams

Business file management with folders, previews, search, uploads, client file areas, and role-based access controls.

What this feature brings together

Lyniti Files keeps workspace documents organized inside same environment as client records, tasks, and chat. Teams can upload, preview, sort, and protect files without pushing every document into a separate storage product.

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Best for

  • Teams managing shared workspace files with nested folders and previews.
  • Client-facing operations that need dedicated file roots and controlled document access.
  • Workflows where files must stay searchable and close to tasks or conversations.

Capability overview

CapabilityDetails
Nested workspace foldersFiles area organizes documents into folders with breadcrumbs, folder paths, workspace switching, and client-specific roots when needed.
Upload, drag-and-drop, and downloadTeams can upload files with progress feedback, drag items between folders, and download individual files or selected folders.
Search, filters, and sortingFile list supports search, file-vs-folder filtering, and sorting by name, modified date, created date, or size.
Built-in previewsDetails panel previews common content types including images, text, video, and audio so users can inspect files before opening elsewhere.
Role-locked foldersFolders can be locked by workspace role hierarchy, which gives teams tighter control over who can open sensitive document areas.

Related features

CRM and client portal for projects and collaboration

CRM workspace with contacts, deals, follow-ups, client taskboards, files, portal access, and dedicated client communication.

Task management software with Kanban and list views

Kanban task management for projects, priorities, subtasks, dependencies, attached files, and connected team conversations.

Team chat for project management

Real-time team chat for project channels, private messages, client conversations, decisions, and file sharing.

Solutions for

Client Portal for Agencies

Client files, communication, and delivery context

Agencies

Projects, CRM, approvals, invoicing

Project Management

Projects with chat, files, tasks, approvals

Frequently asked

questions

Can Lyniti Files preview media and documents?

Yes. Files includes built-in previews for common types such as images, text, video, and audio.

Can I organize files into nested folders?

Yes. Files supports nested folders, breadcrumbs, folder paths, and client-specific roots when needed.

Can folders be restricted by role?

Yes. Folders can be locked through workspace role hierarchy for tighter access control.

File Management for Teams

Organize team files with nested folders, search, previews, client file areas, downloads, and role-based access.

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