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 Dokumentlagring using Använd för nya uppladdningar. 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 Ladda upp filer or Ladda upp mapp. You can select many files, drop them onto the page, or paste a screenshot. Each file shows its progress in Uppladdningar. You can visit another record while uploads continue; keep the browser tab open. A dropped connection is retried automatically. If an upload stops, choose Försök igen. 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 Kontrollerar efter virus…, then Kontrollerad efter virus. 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 Ersätt or Behåll båda. Replacing keeps the old file in Papperskorg 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. Kopiera fillänk 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 Ersätt. Editing together inside DealJourney is not available.

Use Ny mapp 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.

Flytta till papperskorgen moves a file to Papperskorg. Open the trash and choose Återställ 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 Ladda fler filer to load another page. Searching native file contents across the workspace and reading them with Dealy are planned for a later release.