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File manager

Upload, organise and share files without leaving LevelUp.

Central storage for templates, job photos and customer documents. Share internally, lock sensitive folders and link files to jobs.

Upload and browse

Folder structure with permissions so staff only see what their role allows.

Team sharing

Share folders internally so templates and assets stay in one place.

Locked folders

Restrict access to sensitive documents such as contracts, HR or finance files.

External sharing

Share files with customers through portal uploads or controlled external access.

In context

Certificates, templates, site photos and HR documents should not live on personal laptops. LevelUp file manager centralises storage with permissions, locked folders and customer sharing.

Why it matters

Why teams rely on File manager

1

One library

Templates and assets live where the whole team can reach them.

2

Controlled access

Lock sensitive folders to administrators or named roles.

3

Customer sharing

Send files through portal or controlled external links.

What's included

What you get with File manager

  • Folder structure with permissions
  • Upload from web and mobile
  • Team shared folders
  • Locked confidential areas
  • Job-attached files
  • External and portal sharing

Built for

Who uses this day to day

Office administrators Engineers HR and finance Compliance teams

Role permissions control who sees and changes each part of the platform.

Files on the job

Job records hold site photos, certificates and signed documents beside visits, quotes and invoices - not scattered across personal drives.

Templates and marketing assets

Store proposal backgrounds, method statements and brand assets in shared folders so sales and office always use current versions.

Job photos and certificates

Engineers upload site evidence to the job record. Certificates and signed PDFs sit beside visits, quotes and invoices.

  • Photos from mobile on site
  • PDF certificates attached to jobs
  • History visible to office and portal where allowed

Locked folders for sensitive data

HR, finance and legal documents can sit in restricted folders visible only to roles that need them.

Outcomes

What changes when File manager is part of your workflow

No lost USB sticks

Documents stay in the business, not on personal drives.

Faster onboarding

New staff find templates in shared folders immediately.

Safer customer handover

Share the right file without email attachment chaos.

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See File manager in action

Walk through how LevelUp fits your business. We will show you the modules that matter most to your team.

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