Files shared with you

Documents this firm has chosen to share with your company — separate from anything attached to a specific project.

When you would use this: to download something the firm has sent you this way, or to upload something they have asked for.

Steps: open "Files" to see everything shared with you; select one to download it. Where the firm allows it, you can add a file of your own from here too — it becomes visible to their team the same way theirs are to you.

What you will not see: files the firm keeps internal are never listed here, whichever project or record they are attached to — sharing with you is a deliberate choice on their side, not the default.

When it refuses: an upload that fails is usually a file that is too large or of a type the firm does not accept; check the limits shown on the page. "Files" missing from your menu means this firm has not switched on file sharing with its customers.