Files Overview

The Files module provides centralized storage for your tenant’s documents, images, and other assets. Files you store here can be reused in other features, such as chat attachments, newsletter and email template images, and eSign documents, without uploading them again.


Accessing files

  1. Open Serene Studio.
  2. Select Files in the left sidebar.

The file browser opens, showing your top-level folders and files. If you have recently edited files, a Recent strip appears at the top.


File browser layout

The browser has two main areas:

  • Navigation pane (left): Your top-level folders, then Shared with me and Recent, and under Recovery, Recently deleted. Select a folder to open it. If you have more than 20 top-level folders, a More folders link returns you to the main Files page.
  • File pane (right): Files and subfolders within the current folder. Use Grid view or List view on the View tab to change how they are shown.

The breadcrumb at the top of the page shows your current location (for example, Files, then Contracts, then 2026). Select any earlier part of the breadcrumb to go back up.

Three tabs sit at the top of the page: Home (upload and create), View (grid or list), and File (actions for the items you select).


Supported file types

The Files module accepts any file type. Common uses:

File type Example use
PDF Client contracts, invoices, eSign source documents
Images (JPG, PNG, SVG) Logos, brand assets
Spreadsheets (XLSX, CSV) Project data, budgets
Documents (DOCX, MD) Drafts, reports

Files up to 25 MB upload directly. Larger files are uploaded in parts: a percentage shows progress and a Cancel button stops the upload. Your plan’s storage limit also applies. If it is reached, the upload is refused with a message.


Folder hierarchy

Folders are nested: you can create a folder inside another folder. A shallow structure (two to three levels) is easier to navigate in day-to-day use.

Your own folders and files are private to you. A folder can be shared with other members of your workspace; shared folders appear under Shared with me for the people they are shared with. A read-only shared folder cannot accept uploads.


The Attachments folder

Files keeps an Attachments folder for you, with two folders inside it. Chat holds files you share in chat. Email holds the attachments of messages that arrive in your personal mailbox: each one is saved there as its own file when the message arrives. Deleting the email does not delete the saved file. These system folders cannot be renamed, moved, or deleted.


Next steps