[Sugester V2 EN](https://sugester.intum.pl/kb/sugester-v2-en.md) / [Drive](https://sugester.intum.pl/kb/sugester-v2-en/drive.md)

# [Drive — file and document management](https://sugester.intum.pl/kb/sugester-v2-en/drive-file-and-document-management.md)

## What is Drive?

Drive is a built-in file manager in Sugester. It allows you to store files, organize them into folders, and create documents with metadata related to the CRM.

## Main Elements

Drive operates on three types of objects:

- **Folders** — directory structure (unlimited depth nesting)
- **Files** — any files uploaded from the disk (PDFs, images, spreadsheets, archives, etc.)
- **Documents** — entries with Markdown content, attachments, and metadata (client, contact, deal, project, dates)

## Browsing

Drive offers two views:

- **List** — classic tabular view with name, size, date, and author
- **Tiles** — grid view with thumbnails of images and file type icons

Switching views is done using icons in the upper right corner. The selected view is remembered.

## Navigating Folders

Folders create a tree structure. The breadcrumb path at the top of the page shows the current location and allows you to quickly go back to the parent folder.

A deep link to a file (e.g., `/drive/f/Invoices/invoice.pdf`) opens a preview of the file directly.

## Uploading Files

Files can be uploaded in two ways:

1. **Upload Button** — click the button in the sidebar and select files from the disk
2. **Drag and Drop** — drag files from the operating system into the browser window

You can upload multiple files at once. During the upload, a spinner is displayed with progress information.

## File and Folder Operations

Each item (file, folder, document) has a context menu (three dots) with actions:

- **Rename** — inline name editing
- **Move to...** — move to another folder (modal with a list of folders)
- **Download** — download the file to disk
- **Info** — details of the file/document
- **Delete** — removal with confirmation

You can also move items using drag & drop — drag a file onto a folder.

## File Preview

Clicking on an image or PDF opens a fullscreen preview with the option to:

- Zoom in/out
- Navigate with arrows (previous/next file)
- Download the file
- Close with the Escape key

Transparent PNGs are displayed with a checkerboard background (transparency indicator).

## Search

The search bar at the top of the page searches file names, folders, and documents. You can also filter by client and responsible person.

## Documents in Drive

Documents are a special type of entry in Drive — not just a regular file, but a record with rich metadata:

- **Name** — title of the document
- **Content** — Markdown editor (formatted text)
- **Attachments** — any number of files attached to the document
- **Date Signed** — when the document was signed
- **Validity Period** — start date / end date
- **CRM Links** — client, contact, deal, project, responsible person

Documents are particularly useful for storing contracts, notes, and protocols with links to contractors and projects.

To create a new document: click the **Upload** button in the sidebar and select **New Document**.

## Document Templates

Drive allows you to create document templates (HTML/Liquid) from which you can generate PDF, CSV, or XML documents. Templates can use data from the client, deal, or project.