Documents where work happens
Store, share and manage files on contacts, deals and projects – no loose folders or email attachments.
Contract_v3.pdf
Deal · Enterprise
Proposal_Final.pdf
Contact · Anna M.
NDA_signed.pdf
Deal · Pilot
Why files in Worktastic?
File management that understands context – not just storage.
CRM-linked
Every file attaches to the right contact, deal or custom object – always findable.
Secure sharing
Granular permissions for teams, customers and external partners.
Versioning
Full change history – always know which version is current.
Acme GmbH
Deal · Enterprise Lizenz
Every file knows its context
Contracts on deals, onboarding docs on contacts, project files on boards – everything in the right place without manual sorting.
- Automatic linking to CRM objects
- In-platform preview
- Quick search across contacts, deals and filenames
Share with control
Share files internally or send secure links to customers – with expiry dates, password protection and access logs.
- Role-based permissions per folder
- External links with optional 2FA
- Audit log for compliance
Audit-ready history
Who opened, edited or shared which version when – fully documented.
Internal permissions
External access
Files across the ecosystem
Share attachments in chat, send documents via email campaigns and trigger workflows on upload – all from one file store.