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Project Files
When to Use Files
Overview
The Files section in a Project is where all project-related documents are stored, shared, and accessed by internal users and clients. It provides a centralized, secure workspace for managing every file connected to your project - including uploads, signed documents, and attachments from requests or tasks.
Key Use Cases
- To upload reference documents, templates, or deliverables for the project.
- To view or download documents shared by other team members or clients.
- To access automatically returned signed files from Signature Requests.
- To keep all related materials within the same project for easy tracking.
Key Benefits
- One organized location for all project files.
- Secure sharing between internal and client users.
- Automatic storage of files generated through requests (Document, Information, Signature).
- Easy upload, download, and version control.
How Files within a Project works
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Every project includes a Files section that serves as the central file repository.
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Files can be added by uploading directly or through linked project actions (requests, tasks, or signatures).
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Any document uploaded, attached, or returned from a completed request automatically appears here.
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Files are organized in a list view with details such as:
a. File name
b. Uploaded by
c. Date added
d. Version (if applicable)
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Users can:
a. Upload: Add new files directly into the project.
b. Preview: Open supported file types without downloading.
c. Rename, Move, Copy,Share or Delete: Manage files using quick actions.
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Uploaded or system-generated files (e.g., signed contracts) are accessible to all authorized project participants.
Sharing a file
You can securely share any file stored within a project.
To share a file:
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Open the Files tab in the project.
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Hover over the file -> Find a list of actions that can be performed -> click the Share or …(options) icon.
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Choose Share Link or Send to user/client.
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Select recipients (internal or client users) and define permissions: View or Download.
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Click Send.
Note:
- Shared files remain linked to the project.
- Recipients receive email notifications.
- Expiry dates or download limits may be configured based on account policies.
Access Control
-
Project Owners & Team member
a. Can upload, rename, delete, move, copy and share files (If owner of file/folder).
b. All project owners and team member can move and copy files and folder with appropriate permissions.
c. Project Owner and Team member can download all files and folders.
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Clients
a. Can view and download files shared with them.
b. Can upload files only when explicitly requested (e.g., through a Document Request or Information request).
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Inherited Permissions
a. File access aligns automatically with project-level permissions.
b. No additional setup is required at the file level.
Additional Capability
Version Management
Upload new versions of existing files while retaining version history.
Attachments from other Activities
Files uploaded or generated through Document, Information, or Signature Requests automatically appear in the Files section.
File Preview
View common formats (PDF, images, docs, spreadsheets) without downloading.
File Organization
- Create folders and subfolders for structured storage.
- Move or copy files between Projects or folders as needed. Moving of files require admin level permissions at both levels i.e source and destination
- Sort by name or date for quick navigation.
Limitation
- Maximum upload size is 10 GB per file.
- Real-time co-authoring or simultaneous editing is not supported for PDF format.
- Folder-specific notification configuration are not yet available.
- Preview is limited to supported file formats.
- Clients can view all files part of the project or can only view files shared with them incase they have limited access
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You agree to hold this documentation confidential pursuant to the terms of your Citrix Beta/Tech Preview Agreement.
The development, release and timing of any features or functionality described in the Preview documentation remains at our sole discretion and are subject to change without notice or consultation.
The documentation is for informational purposes only and is not a commitment, promise or legal obligation to deliver any material, code or functionality and should not be relied upon in making Citrix product purchase decisions.
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