Help · Office: Files
How to find a file in Files
Choose a view at the top of Files: My files for your folders and shared files, On records for files attached to customers, vendors, items and transactions, and Governed (ScanFlow) for controlled documents.
Who can do this: Everyone in your organisation who has access to this app.
Steps
Step by step
- Open Office → Files.
- Pick a view at the top: My files, On records or Governed (ScanFlow). You only see the views your access allows.
- In My files, open a folder or a team space; use Starred, Recent and Shared with me to find things quickly.
- In On records, open a record's file to see which customer, vendor, item or transaction it belongs to.
- In Governed (ScanFlow), open a document for its review status, retention and access log.
Tips
- Bookmarks to the old Pod and Documents pages still work — they open the matching view.
- Storage is shared across all three views.
Related guides
Need a hand?
WhatsApp +91 97111 87655 or email hello@bebaak.co with your organisation name and a screenshot.
Contact support