Files, Storage, and Sharing

Cloudflow files can be attached to services, customers, and related workflows.

Storage Providers

Cloudflow supports a multi-provider storage model. Files may live in Cloudflow-managed storage or a connected provider such as Dropbox depending on organization settings.

Uploading Files

Uploads from the web app and the mobile app go through an upload queue, so they keep going in the background while you work. If your connection drops or the app is closed, uploads recover and finish when you are back online instead of being lost. The upload progress panel shows overall progress. You can pause, resume, or cancel uploads, and clear completed ones. Each file is saved once, even if an upload is retried.

Keep the mobile app updated. Older mobile versions may be asked to update before they can upload.

File Categories

On a service, each file can have a category. Use the category menu on a file to pick an existing category or type a new one. The menu is available even when the service type has no required categories.

Service types can define required file categories (set in Settings under Service types). The Files section on a service shows which required categories are still missing and marks the service Complete when every one has a file. You can filter the file list by category.

File Naming

In Settings, under Preferences, find File naming and add a rule for a file category and a file name format. Format fields can include values from the service, such as its identifier. New uploads in that category are named to match, and original file extensions are kept. If a value needed by the format is not available, the original file name is kept. When a file changes category, its name follows the new category's rule. Provider reports, such as Hover deliverables, follow the same rules.

Previews and Thumbnails

Photos show thumbnails, and HEIC photos from phones are converted so they display and download normally. Previews are reused instead of being regenerated each time you open a service.

Provider Report Files

Reports delivered by EagleView and Hover appear in the service's Files section and in the measurement order. EagleView reports are stored privately and open through the app for people with access to the service. They are not available by public link.

File Sharing

From a service's Files section, use the share option to create a link for selected files or all current files, or email files directly. File share links provide access to just those files without exposing the whole workspace. Shared links can also support zip downloads where enabled. Use Download all files on the service to get a zip yourself.

File Hygiene

• Use meaningful file names.
• Attach files to the correct service or customer.
• Review public/shared links regularly.
• Configure offload automations only after storage provider setup is stable.