AI Document Analysis
Connected to the same project, people, permissions, and AI context.
Productivity
A File Library for Each Project
Upload any file to a project, organize it with labels, assignees and a customer link, preview images, PDFs and audio, and share it by link.
Unified Organization & Productivity
Public Share Links
Connected to the same project, people, permissions, and AI context.
Previews and Organization
Connected to the same project, people, permissions, and AI context.
Files From Chat and the Feed
Connected to the same project, people, permissions, and AI context.
Atty can find a project document and read it in chat (summary, extracted text, description or translation). Once you approve, it can attach a photo to a note, task, ticket or case, or update a document's title and details.
Connected to the same project, people, permissions, and AI context.
Working guide
File sharing for teams means keeping the files a project needs in one place, so people find the latest copy instead of sending attachments back and forth. In Attain OS, Documents is a file library for each project: you upload a file, label it, assign it and link it to a customer. Use it for briefs, contracts and photos the team needs, and create a public link only when someone outside the team must read a file.
What people search
File sharing for teams: 90 average monthly searches.Google Ads Keyword Planner · 2026-10-09 · United States
Workflow map
From a new file to the people who need it
| Job | App | What it does here |
|---|---|---|
| Store the project's files | Documents | Upload a file to the project, and it appears in the document list for everyone on that project. Previews show images, PDFs and audio in the app. Name each file so the team recognizes it, because the library has no folders to sort it into. |
| Find the file a task needs | Tasks | Search the list, or filter by label, assignee or uploader, to find the file a task needs. The task holds the steps and the owner, and the document holds the source material. Keep the task's title and the file's title aligned so the two are easy to match. |
| Keep customer files together | Customer Management | Link a client agreement or brief to the customer it belongs to. The customer's page then lists the document beside their tasks, cases and budgets. Check the link before you pass the file on, so it stays attached to the right record. |
| Share with someone outside | Sharing Hub | Create a public link to a document when a client needs to read it. Anyone with the link can open it without an account, so turn the link off when the proposal is settled. The Sharing Hub shows each link's total views. |
| Add a file from a conversation | Conversations | Files you attach in Atty chat, in Conversations or in a Feed post are also saved in Documents. Give each one a title that says what it is, so it does not get lost among photos and drafts. |
| Replace a file that changed | Documents | Replace a file when a newer copy arrives, and the new file takes its place. Older copies are not kept in the library, so save the old copy elsewhere first if the team needs it. |
In practice
A week of files the team can open
Monday · upload the brief
The project lead uploads the brief, adds a description and a label for the project phase, and links the file to the customer. Teammates see it in the list when they open the project, without waiting for a forwarded attachment. Keep the description to two sentences that say what the file is for.
DocumentsTuesday · pin the working copy
Pin the document the team is working from, so it stays at the top of the list. Archive drafts that nobody needs any longer, instead of deleting them. The pinned file stays easy to reach while the work continues.
DocumentsWednesday · share a proposal
The proposal goes to a client who is not on the team. Create a public link from the document, send it, and note in the customer's record that it went out. Check the link's view count the next day to see whether it was opened.
Sharing HubThursday · summarize before a call
Before a client call, run a summary on the long brief and keep the result with the file. Read the summary against the original for figures, dates and names it may have missed. The summary helps you prepare; it does not replace reading the brief.
DocumentsFriday · clear the library
Review the files assigned to people who have left the project and reassign them. Archive what the team no longer needs, and turn off public links for proposals that are settled. A short weekly clean-up keeps the list useful when someone searches for a price list.
Documents
Start here
Forms and documents that set up shared files
Contract approval routing
Settle who reviews a contract before its final copy is filed in the project's documents.
Price list
Decide which price list is current before you upload it, so the team does not file two versions.
Digital document
Decide what a read-only information sheet must say before the team stores a copy.
Project brief
Write the brief before the team uploads drafts, so each file in the library has a purpose.
Mistakes to avoid
Three ways a shared library gets messy
Expecting folders and older copies
The library has no folders, version history or per-file permissions. Use labels, pins and assignees to organize files, and put the version in the title, such as proposal-v2. Decide before you replace a file whether anyone needs the old copy.
Sharing a document publicly without a check
A public link works until someone turns it off, and it needs no password. Check the contents first, and turn the link off when the proposal is accepted or the client has what they need.
Uploading without a label or a clear title
A file with a vague title and no label is hard to find among photos and drafts. Label each file by project phase or type, and assign it to the person who owns the next step. A clear title costs a few seconds and saves a search later.
Working checklist
Before a file goes into the library
When you upload
- Give the file a title that says what it is and when it was made.
- Add a label for the project phase or the file type.
- Link the file to its customer if it has one.
Each week
- Pin the files the team is working from.
- Archive drafts nobody needs.
- Turn off public links for proposals that are settled.
What this agreement means
What Documents gives your project
- Documents is a file library for each project. Upload a file, and everyone on the project can find it in the list.
- Each file can carry a description, labels, assignees, a due date and a customer link. You can pin, archive or replace it.
- Previews show images, PDFs and audio in the app, and a public link can be turned on or off for each file.
- Files attached in Atty chat, Conversations or a Feed post are saved in Documents too.
- A summary, text extraction, translation or transcript can run on a file, and the result is kept with it.
Feature evidence: the document type, the upload hook, the replace action and the preview modal. The library has no folders, version history or per-file permissions.
Frequently asked questions
What is file sharing for teams inside a project?
It means one place where the people on a project open the same files, such as briefs, contracts and photos, without asking for the latest attachment. Documents keeps those files in each project, with labels, assignees and a customer link. It shares within the project; a public link is the option for someone outside the team.
Is Documents a document management system?
No. A document management system usually adds folders, version history and per-file permissions, and Documents does not have those. It is a simple project library: labels, pins, archives and search do the sorting. If you need version control or approvals on each file, choose a dedicated system.
Can I summarize a PDF in Documents?
Documents can run a summary on a file you have uploaded and keep the result with it. Check the summary against the original for figures, dates and names before you rely on it. The summary is a reading aid and does not change the file.
Can someone outside the team open a document without an account?
Yes, with a public link. The link opens the document for anyone who has it, with no account or password. Turn the link off when the reader no longer needs it, because it stays active until you do.
More references for this work
Terms of Service
Prepare the content and structure for terms of service.
Privacy Policy
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Board Deck
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Business Model Canvas
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