File Manager

File management software for shared documents and storage

Syncli.cloud file management software stores the documents a business already refers to in HR, projects, and customer work. Files stay with the record, so a contract, a staff document, or a project attachment is findable from the work itself.

What File Manager does

• Shared documents and storage for the workspace.
• HR files on the employee record.
• Project attachments on the task or project.
• Customer documents next to the CRM record and the portal.

How it connects

File Manager is the storage layer for HR, Projects, CRM, and the customer portal. People should not need a second drive to find the file the workflow already named.

Frequently asked questions

Can Syncli store business documents?

Yes. File Manager holds shared documents across HR, projects, customers, and the workspace.

Are files tied to records?

Yes. Documents can sit with the employee, project, or customer they belong to.

Related modules

• HR Management — Employee records, departments, onboarding, leave, and the rest of the employee lifecycle.
• Project Management — Plan, track, and deliver work with boards, tasks, owners, and deadlines.
• Customer Portal — Self-service invoices, payments, and order history for your customers.