The job of this console
Upload, find, and open files that belong to delivery. People documents and leave attachments have their own registers.
Project · Documents
File Manager
Manage project-related files with list/grid views, type filters, and pagination.
Workspace file navigation with folder hierarchy, filters, sorting, and sharing context.
Project files
List and grid on the project’s documents
File manager holds project-related files with list/grid, type filters, and pagination. It is the project’s documents, not a personal Drive replacement for HR files.
Projects · File manager
Route
/project/filemanager
Project team
Seat at the table
People with project access. Masking still applies if a file is sensitive — do not put payroll PDFs here.
The working rhythm
Filter type, search, open or upload, link from the project file if needed.
Moments that bring you here
SOW upload. A design drop. After a client review. When search cannot find a file in chat history.
ⓘ
Project documents
HR documents and leave evidence stay on People / leave document consoles.
Overview
File Manager is an access-controlled page for browsing and organizing workspace files.
Screen layout
Layout: Folder tree, breadcrumb, and content panel.
Views: List and grid.
Controls: SHOW and SORT with pagination.
Header & filters
SHOW: All · Folders · Files · Shared · Mine
SORT: Name · Date · Size
Summary & charts
Summary KPIs provide storage and type distribution context for current scope.
Main content & actions
Use folder navigation and filters to quickly locate files, then open from project detail Files tab when scoped to a single project.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Folder treeHierarchical file browser.
- ✓UploadDrag-drop or picker upload.
- ✓PreviewInline preview for common formats.
- ✓PermissionsFolder-level access control.
- ✓Link to projectFiles scoped to project context.
Before you start
🚨
Permissions
Set folder ACL before upload — inherited read on root exposes to all members.
💡
Client deliverables
Use folder naming: Client-visible vs Internal-only.
Who uses this screen
Project teams storing and sharing delivery documents — folder tree, upload, preview, and folder-level permissions within project scope.
ℹ️
Project document hub
Prefer file-manager over chat attachments for version-controlled deliverables clients may audit.
Key concepts
Folder tree
Hierarchical browser scoped to project context.
Upload
Drag-drop or file picker — multiple files.
Preview
Inline preview for PDF, images, office formats.
Folder permissions
Restrict subfolders to roles or individuals.
Project link
All files scoped to active project — switch project in header.
Permissions
| Role | Access on this screen |
|---|---|
| Project member | Upload/download on granted folders. |
| Project manager | Create folders; set permissions; delete files. |
| Viewer role | Download/read only. |
| External guest | Limited folder if sharing portal enabled. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| Folder tree nav | Expand/collapse hierarchy. | Breadcrumb path. |
| Upload | Drag-drop zone. | Size limits per org. |
| New folder | Create subfolder. | Inherits parent perm. |
| Preview | Inline viewer. | Open in new tab option. |
| Permissions dialog | Folder ACL. | PM/admin. |
| Download | Single or zip multi. | — |
| Delete / rename | PM or owner. | Audit logged. |
Common mistakes
⚠️
Sensitive data in root folder
Default member read — use restricted subfolders for finance/legal.
⚠️
Chat as document store
Attachments lost in scroll — move final files to file-manager.
⚠️
Duplicate filenames
Overwrite rules vary — use version suffix convention.
FAQ
Storage limits?
Org quota — error on upload when exceeded.
Version history?
May be integration-dependent — not always native.
Cross-project files?
No — copy manually or use shared account folder if exists.
Mobile upload?
Mobile may view — upload typically web.
Workflows
- Navigate folder hierarchy.
- Apply SHOW/SORT filters.
- Switch list/grid as needed.
- Open or manage files in current scope.
Tips & best practices
Tip: If the page is hidden from navigation, your role does not currently include file manager access.
More guidance
💡
Remember
Hierarchical browser scoped to project context.
ℹ️
Storage limits?
Org quota — error on upload when exceeded.