File Sharing

• File Access: Understanding Visibility by Role

  Learn which file types and folders each user role can access in Unificus.

• FILES: File Attachments

  Learn where to use file attachments in Unificus and how to download multiple files as ZIP.

• FILES: File Requests

  Request documents from contacts, staff, or external parties with customizable folders and deadlines.

• FILES: File Settings

  Configure global file preferences including sharing, attachments, and access permissions.

• FILES: File Transfer

  Send files securely with password protection, download limits, and expiration dates.

• FILES: Files Toolkit

  Learn to organize, share, and manage files across Unificus using folders, permissions, and storage.

• FILES: Folder Generators

  Learn how to create and apply folder structures to organize your Unificus contacts and projects.

• FILES: Project Files

  Organize and manage project documents with private, public, and task-specific file folders.

• FILES: Shared Folders

  Learn how to create, manage, and control access to shared folders in Unificus.