The daily mechanics were set out in 1.9; the working detail:
- Uploading is one click from the Attachments tab. Files may be up to 25 MB, of the ordinary business kinds — PDFs, images, Office documents, spreadsheets, text and CSV files, zip archives. Programs and executables are refused. Videos and voice recordings are welcome too — a walkthrough clip or a recorded approval, in the common web formats (MP4, WebM, MP3, WAV, OGG) — under their own size limit, which your company sets (§14.5; 200 MB until you change it).
- Viewing needs no download: click a file's name and it opens in place — PDFs, images and plain text read right there, videos and recordings play, and the window names the file's folder and the record it belongs to. Office documents and zip archives open by Download instead. Viewing is recorded in the activity trail, like downloading.
- Who can do what follows the record, always: anyone who can see the record sees its files; uploading, moving, retagging or removing a file needs the right to edit that record.
- Organising from the tab: a file can be moved to a folder and given tags — your company's own words for kinds of paper ("signed", "contract", "certificate") that the library can later filter by (§14.4). A move you make by hand is respected: the file plan never re-files it (§14.5).
- Downloads are recorded — who took a copy, and when, is part of the record's activity trail (16.5).
- Removing an attachment sends the file to the trash (§14.8); the record itself is untouched. And if a draft document is deleted, its attachments go to the trash with it — a finalized document cannot be deleted at all (1.6), so its paper can never be orphaned that way.