Uploading and Organizing Files in the Documents Tab
The Documents section of your Business Studio acts as your digital filing cabinet. Whether you’re storing contracts, proposals, invoices, or branding assets — everything is kept organized, accessible, and tied to your Tripletake workspace.
Getting Started with the Documents Tab
When you first open the Documents tab, you’ll see:
A drag-and-drop zone for quick uploads
A prominent “+ Add File or Folder” button
Visual tiles for all folders and files
A Storage Tracker showing how much space you’ve used (e.g., 326 KB of 200 MB)
Your files are private and secure. Only your team or authorized users can access them.
Uploading a File or Creating a Folder
Click the “+ Add File or Folder” button in the top right to open upload options:
New Folder. Creates a named folder to group your files (e.g., “Contracts” or “2025 Events”)
Upload File. Uploads individual documents (PDFs, images, DOCX, XLSX, etc.)
Alternatively, drag and drop files directly into the blank area to upload them instantly.
✅ You can upload files directly into folders, or organize them after uploading.
Managing Your Files and Folders
After uploading:
Files and folders will display as clickable cards
Clicking a folder opens its contents
Clicking the ellipsis menu (···) on any item gives you actions like:
Rename
Move
Delete
All changes are saved instantly.
Storage Limits and Tracking
You can view your storage usage anytime from the Storage widget:
Shows total MBs used out of your plan’s allowance (e.g., 326 KB of 200 MB)
Automatically updates when files are added or removed
Storage limits may increase with upgraded plans in future releases.
✅ Best Practices for Document Storage
Use folders by category or year to keep things tidy
Name files clearly, e.g., “Venue-Contract-SmithWedding.pdf”
Avoid uploading duplicate files to conserve space
Add a shared naming convention with your team if collaborating
Frequently Asked Questions
What kind of files can I upload?
You can upload most standard file types including PDFs, Word docs, Excel files, and images.
Can I create folders to organize files?
Yes. Click + Add File or Folder and select “New Folder” to organize your files by client, event type, or document type.
Are these documents visible to my clients?
No. The Documents tab is for internal use only. You can choose which files to share via quotes or event communication.
Is there a file size or storage limit?
Yes. Vendors have a 200 MB storage limit by default. You can track your usage at the bottom of the Documents page.
