Files

Files are for document-centric workflows that need durable binary/content management.

Typical file lifecycle

1. create/upload in the correct folder
2. edit through approved client workflow
3. review and share with least privilege
4. track changes through history/activity
5. restore or branch by version when needed

Operational constraints

• concurrent edit safety depends on lock/coauthoring policy
• history and activity should be used for recovery, not manual copy tracking
• sharing links reference access but do not bypass authorization

Good practice

Keep file naming deterministic for high-volume workflows (for example contracts, reports, submissions) to improve search and reduce accidental duplicates.

Failure pattern

If teams repeatedly download, edit offline, and re-upload under new names, governance and traceability degrade quickly.