Files & knowledge
Keep useful files with the work.
Attach proposals, contracts and notes to the contact, company or project they belong to, with access that follows workspace permissions.
Sample example
Illustrative sample — not a live account or real customer data.
- Input
A signed proposal PDF from a client email.
- Work
Attach it to the company and the related opportunity.
- Result
File stored on both records; teammates with access can preview it.
What you can do
- File uploads and shared links
- Attachments beside related work
- Browse and search stored files
- Access and storage controls
How it works
- Upload a file or attach one from an email.
- Link it to the right contact, company or project.
- Find it again from the record, with permissions respected.
Worked example
Paste this brief into your own AI assistant once it is connected to forwardslash, or use it as a checklist inside your workspace.
Help me organise files in forwardslash. Verify my workspace and grants. List files attached to the record I name and suggest missing links. Return: file | linked records | suggested link. Change links only if I confirm.
Connect your AI from Settings → Apps after you sign in. The brief contains no keys or account data.
Related features
Start with your own work.
Sign in or create a workspace. Nothing runs, sends or spends until you choose to.