Keep files in DealJourney

DealJourney Files is being rolled out to selected workspaces. Once it is available, a workspace without connected storage can upload files immediately. Your administrator can also choose DealJourney under Document Storage using Use for new uploads. This changes where new uploads go. Existing SharePoint, OneDrive, Google Drive and Dropbox files stay where they are.

Open a record's documents and choose Upload files or Upload folder. You can select many files, drop them onto the page, or paste a screenshot. Each file shows its progress in Uploads. You can visit another record while uploads continue; keep the browser tab open. A dropped connection is retried automatically. If an upload stops, choose Retry. The default per-file limit is 200 MB; a workspace may have a different limit.

Every new file is checked for viruses within a few minutes of arriving. While that runs the file shows Checking for viruses…, then Checked for viruses. A file with a virus is blocked and cannot be opened or downloaded. Files imported from another system are checked the first time someone opens the record they belong to.

When the same name is already present, choose Replace or Keep both. Replacing keeps the old file in Trash for 30 days.

Choose a file to preview it. PDFs have page thumbnails and text search, and their text can be selected and copied straight from the preview; images can be zoomed; audio and video have playback controls. Text and CSV previews show the first 256 KB. Scans without a text layer cannot be searched or copied from. Space opens a focused file, the arrow keys move between files, and Escape closes the preview. Copy file link gives a colleague a link; they still need permission to see the record.

Office documents can be downloaded or opened in desktop Office. To save changes, upload the edited file and choose Replace. Editing together inside DealJourney is not available.

Use New folder to organise files. Folders are one level deep; nested folders selected for upload are shown as combined folder names. Drag files onto a folder to move them. Removing a folder keeps its files on the record. Workspace folder defaults are explained in Standard folders.

Move to trash moves a file to Trash. Open the trash and choose Restore within 30 days. After that, the scheduled cleanup removes the stored file. Files held by an external storage provider follow that provider's rules.

The name filter searches the files already loaded on this record. Use Load more files to load another page. Searching native file contents across the workspace and reading them with Dealy are planned for a later release.