Files & Documents
Store, organize, and share your files securely. Access your documents from anywhere and collaborate with your team.
Overview
Your secure space for all company files
Files & Documents gives you a central place to store, organize, and share everything your team needs. Think of it as your company's own file storage system, accessible from any device.
Upload
Drag and drop files or use the upload button to add documents quickly.
Organize
Create folders to keep your files tidy and easy to find.
Share
Share files with colleagues and control who can view, comment, or edit.
Secure
Your files are stored securely with access controls and version history.
Uploading files
Add new files to your storage in just a few clicks
Getting your files into the system is quick and straightforward. You can upload documents, images, spreadsheets, and other file types.
Open the Files module from the top navigation bar. You will see your files and folders listed in the main area.
If you want to organize your file into a specific folder, click "New folder" and give it a name. You can also navigate into an existing folder first.
Drag and drop files from your computer directly onto the page, or click the "Upload" button to browse and select files. You can upload multiple files at once.
Organizing your files
Keep your files tidy so you and your team can find things quickly
A well-organized file structure saves everyone time. Use folders, stars, and clear naming to keep things easy to find.
Folders
Create folders for different projects, departments, or topics. You can nest folders inside each other to build a clear structure, just like you would on your computer.
Starring
Click the star icon on any file or folder to mark it as a favorite. Starred items appear in your quick access area so you can reach them without navigating through folders.
Naming conventions
Use clear, descriptive names for your files. Including dates or version numbers (for example, "Budget Report - Jan 2026") makes it easier to identify the right document.
Sharing files with others
Collaborate with colleagues by sharing files and controlling access
Sharing lets you give colleagues access to your files without sending copies back and forth. You choose exactly what each person can do with the file.
Click on the file or folder you want to share, then look for the "Share" option in the actions menu or toolbar.
Search for colleagues by name or email and add them to the sharing list.
For each person, select what they can do with the file. The available levels are described below.
Click Save to apply the sharing settings. The people you shared with will receive a notification so they know they have access.
When you share a file, you can assign one of the following permission levels to each person:
Viewer
Can open and read the file but cannot make any changes. Best for sharing reference documents or final reports.
Commenter
Can view the file and add comments or feedback but cannot change the file itself. Good for review workflows.
Editor
Can view, comment, and make changes to the file. Use this for teammates who need to collaborate on the document.
Owner
Has full control, including the ability to share the file with others and delete it. Usually reserved for the person who created the file.
Recovering deleted files
Accidentally deleted something? You can get it back
When you delete a file, it is not gone forever. Deleted files are moved to the Trash, where you can restore them if needed.
In the Files module, look for "Trash" in the side menu. Click it to see all the files you have recently deleted.
Browse or search the Trash to find the file you want to recover. Click on it to select it.
Click "Restore" to move the file back to its original location. It will reappear in the folder it was in before deletion.
Storage management
Understand your storage usage and keep things clean
Your organization has a set amount of storage space. Here are a few ways to make the most of it.
Check your usage
Look for the storage indicator in the Files module to see how much space you have used and how much is available.
Clean up old files
Periodically review your files and delete anything you no longer need. Remember to empty the Trash to fully free up space.
Download before deleting
If you need to free up space but want to keep a copy, download the file to your computer before removing it from the platform.
Frequently asked questions
You can upload most common file types including documents, spreadsheets, presentations, images, and PDFs. If you try to upload a file type that is not supported, you will see a message letting you know.
Yes, individual files have a maximum size limit set by your organization. If your file is too large, try compressing it first or splitting it into smaller parts. Contact your administrator if you regularly need to upload large files.
Yes. The Datar mobile app lets you browse, download, and upload files on the go. Download the app from the App Store or Google Play and log in with your usual credentials.
Use the search bar at the top of the Files module to search by file name. You can also use the platform-wide search (press Ctrl+K or Cmd+K) to find files from anywhere in the application.
You will receive a notification letting you know. The shared file will appear in your "Shared with me" section. You can view, comment, or edit the file depending on the permission level you were given.
Yes. The platform keeps a history of changes for your files. Open a file and look for the version history option to see previous versions. You can preview or restore an older version if needed.