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Plugins

Document Center

Document Center

Free
Productivity
Your unified hub for files, notes, flows, and links—all in one searchable place
Get StartedWatch Demo

Interactive preview

Ready to Simplify Your Work?

Install your first plugin in 30 seconds. No credit card required.

Get StartedWatch Demo
Everything in One Place

See all your workspace content at a glance:

Files — PDFs, images, spreadsheets, and any uploaded documents

Notes — Rich text documents from the Notes app

Slides — Presentations and decks from the Slides app

Flows — Visual diagrams and flowcharts

Designs — Design showcases and prototypes

Transcripts — Voice recordings, transcripts, and AI summaries

Links — External URLs with smart provider detection

When you add a link, Document Center recognizes the source—Google Drive, Notion, YouTube, Figma—and shows the right icon so you can spot it instantly.

Navigate Your Way

Find documents however works best for you:

Entity Tree — Browse by entity type, then drill into specific records

Search — Find documents by name, content, or URL

Filters — Narrow by file type, Notes, Slides, Flows, Designs, Transcripts, or specific providers

Favorites — Mark important documents for quick access

Preview Without Leaving

Click any document to preview it in a lightbox. Navigate between documents, view full-screen, or download—without jumping to another page.

Organize as You Go

Drag to upload — Drop files anywhere to upload to the current record

Move between records — Reorganize files with a few clicks

Share with permissions — Give Read, Write, or Admin access with optional expiration

Always Up to Date

Changes sync in real-time. When someone uploads a file or creates a note, it appears in your view instantly.

Works Best With

Install these apps to see their content in the hub:

Notes — Rich text documents appear in the unified list

Slides — Presentations appear alongside your files

Flows — Visual diagrams appear alongside your files

Design Showcase — Design prototypes and showcases appear in the hub

Transcript — Meeting transcripts and AI summaries become searchable

Without these apps, Document Center still shows file attachments and links only.

3

Documents

All

Notes

PDF

Flows

M

S

All documents

Projects

Réfection Laval

Toitures CSSDM

Clients

Groupe Lantier

Drop files

Name

Table

Record

Size

Type

Modified

Bid package — Laval phase 3.pdf

Projects

Réfection Laval

4.2 MB

PDF

Today

Site visit notes

Projects

Toitures CSSDM

—

Note

Yesterday

Approval workflow

Clients

Groupe Lantier

—

Flow

Sep 08

Cost breakdown 2026.xlsx

Projects

Réfection Laval

812 KB

XLSX

Sep 05

SEAO notice — 1749320

Clients

Groupe Lantier

—

Link

Sep 01

Integrations

Document Center works great with

Media CDN

Add public and private delivery controls to physical files

Notes

View and search notes in the unified hub

Slides

View and search presentations in the unified hub

Flows

View and search flows in the unified hub

Design Showcase

View and search design showcases in the unified hub

Transcript

View and search transcripts in the unified hub

Bundles

Document Center is included in these bundles

Starter Pack

Essential apps to get your team up and running.

5 plugins included

Productivity

More Productivity plugins

Tasks

Smart task management with AI-powered creation, multiple views, and complete customization

Free

Calendar

One calendar to see everything—tasks, meetings, time-off, and any date field from your workspace

Free

Notes

Collaborative documents with templates, real-time editing, and record linking

Free

Flows

Visual diagrams with freehand drawing, smart connectors, and real-time collaboration

Free

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