To access this feature, you must be on Goodshuffle Pro Standard or above.
Permissions
Sales Users
Sales Users are able to upload, add, edit, & delete files from all projects. They're also able to tag files to any client, location and project.
Crew Users
Crew Users are able to upload files to the main file repository as well as upload files directly to a project (which tags the file to the project). They're also able to tag files they upload to clients, locations and projects. Finally, Crew Users are only able to edit or delete files they've uploaded.
Contracts and Client-Attached Files
Signed contracts that are automatically generated by the system are only visible to Sales Users in Goodshuffle Pro.
Additionally, any files a client uploads in response to messages are automatically attached to the relevant project and tagged to that client. However, these client-uploaded files are also only visible to Sales Users.
While clients can securely sign contracts and make payments online, they do not have access to the full “Files” section of a project within Goodshuffle Pro.
💡 Tip: If you want to share a file with a client, you can manually attach it to a quote or message when sending it.
Tagging Files
Tagging files allows you to quickly find files by business, client, venue or project. Sales Users are able to tag any file to any client, project, or location. Crew Users are only able to tag files they uploaded to projects they're assigned to.
Here's a quick screenshot of what the search filter options look like in the Files section of Goodshuffle Pro.

