Files in projects

The Files module is where you upload, store, and share files with teammates and clients inside a project.

It’s ideal for managing project assets such as designs, reports, contracts, and deliverables—so everyone involved has access to the right files in one place.

Files layout

The Files page has two main areas:

• Left sidebar

  Shows top-level folders in the project.

• Main area (right)

  Displays the contents of the selected folder, including subfolders and files.

Embed Google Drive folders

You can embed Google Drive folders in a project to access Drive files directly from Upbase.

This is especially useful when working with clients who already store files in Google Drive.

To embed a Google Drive folder:

1. Click New folder.
2. Select Embed Google Drive folder.
3. Choose the folder you want to embed.

File details

Click a file name to open the file details panel.

From here, you can:

• See file information
• Manage watchers
• Upload and view file versions

File watchers

File watchers are the people, teammates or clients, who receive notifications about a file.

• Watchers usually include the people you choose to notify when a file is newly uploaded so they can access it, or when there’s activity on the file, such as new comments or updates.
• To add or remove watchers, click the watchers icon in the file details

File versioning

If a file has multiple versions, you can manage them all in one place.

• Upload a new version to replace the current one
• The latest version is always shown by default
• Older versions are archived but still accessible

View file versions

Viewing file versions helps you:

• Track changes over time
• Review updates shared with clients
• Avoid confusion about which file is the latest

Move files and folders

You can move files or folders to different folders within the same project or move them to another project when you need to reorganize work or share assets with a different team or client.

To move a file or folder:

1. Click the three-dot icon next to the file or folder.
2. Select Move to.
3. Choose the destination project and folder.
4. Click Move.

This makes it easy to keep files organized as projects and client needs change.