The Files module offers three view options for displaying files. Grid view shows visual thumbnails ideal for images, List view provides detailed file information in a compact format, and Classic view offers the traditional interface with advanced features like version management.

Search and sorting tools help you quickly locate files in the Files module. Use the search field to find files by title, filename, or description text, or click column headers in List view to sort by any field.

The Files module provides multiple ways to upload and manage files. Upload individual files or entire folders using the button bar, or select multiple files to perform batch operations like downloading, moving, or enabling TRUE Field access.

Upload Actions

Batch Actions

Individual File Actions

File metadata fields provide information about each file and control how it's accessed throughout TRUE. Edit the title, description, date, and category to make files easier to find, and use the toggle switches to control Company-wide access and TRUE Field availability.

The Selected File view provides several action buttons for working with individual files. These tools allow you to annotate images and PDFs, download files, generate sharing links, and switch to Classic view for advanced features.

The Markup Tool allows users to edit images and PDFs by adding annotations, text, arrows, or other markings directly in TRUE. When you save markups, TRUE automatically creates a new version of the file to preserve the original.

Classic view provides a traditional list layout with detailed information for each file. While no longer the primary interface, Classic view offers access to advanced features like version management, user assignments, related records management, and the ability to send files via email or add them to email signatures.

Search & Filter Options

File Information Fields

Advanced Features

The Company tab in the Files module allows users to organize files into folder structures. Create folders for different document types (Safety Data Sheets, Personnel Forms, Work Procedures, etc.) and manage access to sensitive folders using the Record Access feature.

Folder Management

Folder & File Options

Files can be uploaded from the Files module in the Quick Actions menu, or from the Files icon within any record (Jobs, Contracts, Leads, etc.).

1. Navigate to the Files module from the Quick Actions lightning bolt menu, or click the Files icon within a specific record.
2. Click the UPLOAD FILE(S) button or the "+" icon.
3. Drag and drop files onto the upload area, or click to browse and select files from your device.
4. The files will upload and appear in the file list.
5. If uploading from within a record, the files are automatically related to that record.

Yes, TRUE supports uploading entire folders with all their contents.

1. Navigate to the Files module.
2. Click the Upload Folder button.
3. Select the folder from your device.
4. All files within the folder will be uploaded while preserving the folder structure.

Files can be related to multiple records across different modules using the Classic View's Related feature.

1. Open the Files module from the Quick Actions menu.
2. Find and select the file you want to relate.
3. Click Classic View to switch to the advanced interface.
4. Scroll to the Related section at the bottom of the file details.
5. Click the "+" icon to add a new relationship.
6. Select the module (Jobs, Contracts, Leads, etc.) and search for the specific record.
7. The file will now appear in the Files section of all related records.

Files can be deleted individually or in batches. Note that file deletion is permanent and cannot be undone.

To delete a single file:

1. Navigate to the Files module.
2. Select the checkbox next to the file you want to delete.
3. Click the DELETE button that appears.
4. Confirm the deletion when prompted.

To delete multiple files:

1. Select the checkboxes next to all files you want to delete.
2. Click the DELETE button.
3. Confirm the batch deletion when prompted.

Yes, use the batch download feature to download multiple files simultaneously.

1. Navigate to the Files module in List or Grid view.
2. Select the checkboxes next to all files you want to download.
3. Click the DOWNLOAD button that appears at the top.
4. The files will download to your device as individual items.

The Markup tool allows you to add annotations, arrows, text, and highlights to images and PDF files directly in TRUE.

1. Navigate to the Files module and select an image or PDF file.
2. Click the Markup button (pencil icon) in the upper right of the file viewer.
3. Use the toolbar to select annotation tools (arrows, text, circles, lines).
4. Choose your desired color and line width from the options.
5. Click or draw on the image to add your annotations.
6. Use Undo to remove the last change, or Clear to remove all markups.
7. Click Save to create a new version of the file with your markups.

The Markup tool is available for image files (JPG, PNG, etc.) and PDF documents. The Markup button will only appear when viewing supported file types. Other file types like Word documents, Excel spreadsheets, or text files cannot be marked up directly in TRUE.

Yes, TRUE preserves the original unmarked version when you save markups. You can access previous versions through Classic View.

1. Open the file in the Files module.
2. Click Classic View.
3. Click the Versions tab to see all saved versions.
4. Click the "☰" icon next to the version you want to restore.
5. Select Set As Primary to make that version the current file.

Files can be enabled for TRUE Field access individually or in batches, making them available to field users on mobile devices.

For individual files:

1. Navigate to the Files module.
2. Find the file you want to enable.
3. Click the hard hat icon next to the file to toggle TRUE Field access on.
4. The file will now be available in TRUE Field when field users access the related record.

For multiple files (batch operation):

1. Select the checkboxes next to all files you want to enable.
2. Click the ENABLE TRUE FIELD button at the top.
3. All selected files will be enabled for TRUE Field access.

To remove files from TRUE Field access, use the same process as enabling but with the disable option.

1. Navigate to the Files module.
2. Select the checkboxes next to the files you want to remove from TRUE Field.
3. Click the DISABLE TRUE FIELD button.
4. The files will no longer be available in the TRUE Field mobile app.

Alternatively, click the hard hat icon next to an individual file to toggle TRUE Field access off, or toggle the Field switch off in the file's metadata section.

When a file is enabled for TRUE Field, it becomes available in the TRUE Field mobile app for users working on-site. Field users can view the file when they access records (Jobs, Contracts, etc.) that the file is related to. This is particularly useful for sharing plans, specifications, safety documents, or reference materials with field teams. The file remains in TRUE's cloud storage and is streamed to mobile devices when accessed.

Folders help organize files into logical groups within the Company storage area.

1. Navigate to the Files module from the Quick Actions menu.
2. Click the Company tab to access Company storage.
3. Click the "+" icon and select New Folder.
4. Enter the folder name (e.g., "Safety Data Sheets", "Personnel Forms", "Work Procedures").
5. Click OK to create the folder.
6. Upload files directly to the folder or move existing files into it using the Move option.

Files can be moved between folders individually or in batches.

To move a single file:

1. Navigate to the folder containing the file in the Company tab.
2. Click the three-dot menu next to the file.
3. Select Move.
4. Choose the destination folder and click OK.

To move multiple files:

1. Select the checkboxes next to all files you want to move.
2. Click the MOVE FILE button at the top.
3. Select the destination folder and confirm the move.

Company storage is a central file repository accessible to all authorized users in your organization. It's designed to store documents that are needed across the company rather than being tied to specific jobs or contracts.

Common uses for Company storage:

• Safety Data Sheets (SDS) for materials
• Company policies and procedures
• Personnel forms and templates
• Licensing documents and certificates
• Work Comp reporting procedures
• Training materials and reference documents

To add a file to Company storage, toggle the Company switch on in the file's metadata section.

Yes, use the Record Access feature to control who can view sensitive folders or files.

1. Navigate to the folder or file in the Company tab.
2. Click the three-dot menu next to the folder or file.
3. Select Record Access.
4. Specify which users or user groups should have access.
5. Only the specified users will be able to view the folder and its contents.

TRUE automatically tracks file versions when you make changes or use the Markup tool. Access previous versions through Classic View.

1. Navigate to the Files module and select the file.
2. Click Classic View to switch to the advanced interface.
3. Click the Versions tab in the file detail view.
4. You'll see a list of all versions with timestamps showing when each was created.
5. Click on any version to view or download it.

New versions can be added manually through Classic View to replace or update an existing file while preserving the history.

1. Open the file in Classic View.
2. Click the Versions tab.
3. Click the "+" icon to add a new version.
4. Choose whether to overwrite the existing file or create a new version.
5. Upload the new file version.
6. If needed, set the new version as primary using the "☰" icon and selecting Set As Primary.

Yes, any previous version can be set as the primary (current) version.

1. Open the file in Classic View.
2. Click the Versions tab.
3. Find the version you want to restore.
4. Click the "☰" icon next to that version.
5. Select Set As Primary to make it the current version.

The selected version will become the current file, but all other versions remain in the history and can be accessed or restored again if needed.

Generate a shareable link that can be sent to external users who don't have TRUE access.

1. Navigate to the Files module and select the file.
2. Click the Share icon (arrow icon) in the file viewer.
3. TRUE will generate a unique shareable link for the file.
4. Copy the link and send it via email or other communication methods.

Recipients can view the file by clicking the link without needing to log in to TRUE. The link remains active as long as the file exists in the system.

Yes, files like company logos or certification badges can be linked in email signatures through Classic View.

1. Open the file in Classic View.
2. Click the arrow icon at the top of the file details.
3. Select the option to generate a signature link.
4. Copy the generated link and paste it into your email signature settings.

Files can be sent via email directly from Classic View without downloading them first.

1. Open the file in Classic View.
2. Click the envelope icon at the top of the file details.
3. TRUE will open an email composition window with the file attached.
4. Enter the recipient's email address and compose your message.
5. Click Send to deliver the email with the file attachment.

Access to the Files module is controlled by the Module Access (Files) permission.

To grant access:

1. Navigate to Settings → Users / Access.
2. Select the user or user group.
3. Click the Access tab.
4. Find Module Access (Files) in the permissions list.
5. Enable the permission to allow the user to access the Files module via the Quick Actions menu.

File deletion requires the Delete Files security permission.

To enable file deletion:

1. Navigate to Settings → Users / Access.
2. Select the user or user group.
3. Click the Access tab.
4. Find Delete Files in the security permissions list.
5. Enable the permission to allow the user to permanently delete files or overwrite them by uploading new files in their place.

Yes, the View Assigned Only (Files) permission restricts users to seeing only files they're specifically assigned to.

1. Navigate to Settings → Users / Access.
2. Select the user or user group.
3. Click the Access tab.
4. Find View Assigned Only (Files) in the security permissions list.
5. Enable this permission to restrict file visibility.

When enabled, the user will only see files where they are listed in the Assigned field (accessible in Classic View). This is useful for protecting sensitive files from general user access.

The Modify Record Access (Files) permission allows users to determine who can view specific files using the Record Access feature.

1. Navigate to Settings → Users / Access.
2. Select the user or user group.
3. Click the Access tab.
4. Find Modify Record Access (Files) in the security permissions list.
5. Enable this permission to allow the user to set access restrictions on files and folders.

Users with this permission can right-click on files or folders in the Company tab and select Record Access to specify which users or groups can view the content.

The View Company Storage permission controls whether users can access the Company file storage area.

1. Navigate to Settings → Users / Access.
2. Select the user or user group.
3. Click the Access tab.
4. Find View Company Storage in the security permissions list.
5. Enable this permission to allow users to view the Company tab and access company-wide files.

Company storage is designed for documents needed across the company, such as Safety Data Sheets, Work Comp Reporting Procedures, Personnel Forms, and other company-wide reference materials.

The Alert when Files are Uploaded permission sends notifications when files are uploaded to Jobs or Contracts you're assigned to.

1. Navigate to Settings → Users / Access.
2. Select the user or user group.
3. Click the Access tab.
4. Find Alert when Files are Uploaded in the alerts permissions list.
5. Enable this permission to receive alert notifications.

When enabled, you'll receive an alert notification whenever a file is uploaded to a Job or Contract you're assigned to, helping you stay informed about new documentation without manually checking for updates.

Yes, the Restrict Search Results to Authorized Modules Only (Files) permission limits search results to only show files from modules the user has access to. When enabled, users will only see files from records in modules they're authorized to access. For example, if a user doesn't have access to the Contracts module, they won't see files from Contract records in their search results, even if they have general Files module access. This helps maintain data security by preventing users from discovering files related to modules they shouldn't have visibility to.

Files has 7 permissions controlling access and actions. Configure these in Settings → Access Permissions.

Module Access:

Security Permissions (5):

Alert Permissions (1):