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Uploading Files

Learn how to upload files to Shorebird OS. Files can be uploaded to the general files area or linked directly to projects and clients.

Quick Upload

The fastest way to upload:

  1. Navigate to Files
  2. Click + Upload or drag files to the window
  3. Files begin uploading immediately
  4. Wait for upload to complete

Upload Methods

Drag and Drop

  1. Open the Files area
  2. Drag files from your computer
  3. Drop onto the upload zone
  4. Files upload automatically

Click to Upload

  1. Click + Upload
  2. Browse your computer
  3. Select file(s)
  4. Click Open

Multiple Files

  • Select multiple files at once
  • Drag entire folders
  • Batch uploads process in parallel

Uploading to Specific Locations

To a Project

  1. Open the project
  2. Go to Files tab
  3. Upload here → files auto-link to project

To a Client

  1. Open the client record
  2. Go to Files tab
  3. Upload → files auto-link to client

To a Folder

  1. Open the target folder
  2. Upload files
  3. Files save to that folder

File Size Limits

File TypeMaximum Size
Documents50 MB
Images25 MB
Videos500 MB
Other50 MB
Large Files

For files over the limit, consider compressing before upload or using external storage and linking.


Upload Progress

Track upload status:

  • Progress bar shows percentage
  • Multiple files show individual progress
  • Cancel button for each upload
  • Notification when complete

After Uploading

Once uploaded, you can:

  • Add to folders
  • Link to projects/clients
  • Add tags
  • Share with team
  • Generate share links