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UPWARD FEATURE

File Storage

Store the documents and media you share, control who can open them, and see what happened after you sent them.

WHAT IT ISUpward file management keeps documents and media in personal and company folders with deliberate access, tracked sharing, a Share audit, and Trash with restore. Storage is 2 GB on Free, 50 GB on Starter, 250 GB on Deluxe and 500 GB on Pro and Pro Company. Uploads are screened, and a tracked link never overrides permissions.

Folders with real access control

Create folders, name them clearly and choose who can view, download or edit. Personal and company collections stay separate, and Team access and Settings are manager-only controls.

  • Private by default
  • Member and team permissions per folder
  • Manager-only company controls

Storage by plan

Your allowance shows in the storage banner. Event photos and attachments use the same allowance, so one number covers your documents and your event media.

  • Free: 2 GB
  • Starter: 50 GB
  • Deluxe: 250 GB
  • Pro and Pro Company: 500 GB

Upload policy that protects you

Review the upload details, pick a destination and wait for confirmed completion. Executable, macro and active-content files are blocked, and renaming them does not bypass the check.

  • Clear error when an upload is blocked
  • Screening before a file is saved
  • Search before you upload a second copy

Share and measure

Share through your Bio/Profile Page or a tracked link. File analytics show activity, and a tracked link that reaches a known lead appears on their CRM timeline.

  • Tracked sharing option
  • Share by email
  • Share audit shows what is shared and with whom

Find things again

Search by name and folder, add titles, descriptions and tags, and use AI-generated descriptions where your plan includes indexing. Always review generated text.

  • Descriptions and tags
  • AI indexing depends on plan and file type
  • Overview of your library

Recover mistakes

Removed items go to Trash first and can be restored while they are still there. Review confirmations before permanently deleting or changing shared access.

  • Trash and Restore
  • Confirmations before permanent deletion
  • Company-published files reach every member

How it works

Choose a folder

Personal or company, with the right access.

Upload

Review the policy and confirm completion.

Share

Use a page, an email or a tracked link.

Review

Check analytics and the Share audit.

What's included

Folders and permissions

View, download and edit per audience.

Storage allowances

2, 50, 250 and 500 GB.

Upload screening

Blocks executables and active content.

Tracked sharing

Know who opened a file.

Share audit

See what is shared and with whom.

Trash and restore

Recover removed items.

How Upward is different

Every touchpoint feeds one CRM: a booking, a form, a tracked link, a video view, a review, an event registration or a chat adds to the same person's timeline.
Files shared with a tracked link appear on the CRM timeline of the known person who opened them
White-glove onboarding, support and training are included at no charge, so your team is set up properly instead of left with a manual.

Frequently asked questions

Are all uploads public?

No. Check each folder's access and share settings. Owner preview does not mean public.

Can I restore a deleted file?

Yes, from Trash while the item is still there.

Which files are blocked?

Executable, macro and active-content files.

How much storage do I get?

2 GB on Free, 50 GB on Starter, 250 GB on Deluxe, and 500 GB on Pro and Pro Company.

Related

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