Projects & search

Projects#

A project is one page per client job. Create one from Projects with a name, the client, a status (Active, On hold, Delivered, Archived), start and due dates, notes and the crew (members with a lead or member role; you become a lead). Each project owns a folder — Projects/<name> unless you pick another — which is created on the transfer node.

Anything you create from the project page is grouped under it: share links, upload portals and auto-delivery rules carry the project, and transfers into its folder count towards it. The overview shows bytes sent and received, transfers, downloads, pending reviews and active links, with the crew and dates alongside. The phone shows the same page read-only. A workspace can hold up to 500 projects.

Deleting a project (a lead, its creator, an admin or the owner) removes the grouping only: links, portals and rules keep working and the files stay where they are.

Search#

The search box in the header, or Search on the phone, looks through the workspace index. Type words from the name, tags, container, codec, resolution words (1080p, 4k, uhd, 8k), frame rate or audio layout (stereo, surround). Use quotes for phrases, OR between alternatives, and - to exclude. A plain substring of the file name also matches.

Filters narrow it further:

Results respect folder permissions — you only find what you may see — and come in pages of up to 200.

Files are indexed the moment an upload lands, and a reconcile walk runs every 30 seconds so anything that arrived by other means (a watch folder on another machine, an import) shows up shortly after. The results footer says when the index was last refreshed.

Tags and custom fields#

Any member can tag a file: up to 30 tags per file, 40 characters each, lower-cased. Admins define custom fields (Files → Fields) — up to 20 per workspace, each a text, dropdown (up to 50 options) or date — which members fill per file from the details panel. Both are searchable and appear on the details panel and in project views.

Saved searches#

Run a search you use every week and press Save. Saved searches live in the search page's sidebar for the whole workspace. Free keeps three; Pro and above have no limit. The person who saved one, or an admin, can delete it.

Insights and client reports#

Insights (Pro and above) turns the same data into answers: the delivery funnel (sent → opened → downloaded), time to first open, recipients by domain, who sends most, storage growth, transfer speed over time and portal conversion, cached for ten minutes. Client reports are branded PDFs of a client's deliveries for a month — on demand, or emailed monthly on a day you choose.