Drive

Open Drive from the sidebar (between Library and Meetings), or use the Projects ⇄ Drive tabs at the top of the Library. Projects you create in OpenCharts live in the Library; files you upload live in Drive — two clearly separate homes.

Drive's sidebar gives you My Drive (your folder tree), Shared with me, Starred, Recent, and Trash. Breadcrumbs at the top track where you are inside folders.

In Drive, click New → Upload filesor drag files anywhere onto the page. Uploads run in a queue with per-file progress — up to 20 files per batch, 512 MB per file, any format.

Files land in whatever folder you're viewing — drop them onto a folder tile (or a folder in the sidebar) to file them there directly. You can also drag a file tile onto a folder later to move it.

Creating or editing a folder opens a small designer: pick a color (swatches or any custom hex) and an optional emoji sticker — choose from the curated set or search the full emoji catalog. The color washes the whole folder tile and icon chip, and the sticker becomes the folder's icon everywhere: tiles, the sidebar tree, and move menus.

Folders nest as deep as you like — build a full client → project → deliverable hierarchy. Inside any folder, the dashed New folder tile (and the empty state's Upload files / New folder buttons) create a subfolder right where you're standing. Deep paths collapse in the breadcrumb bar (click the … to jump to any ancestor).

Move folders like files: drag a folder tile onto another folder, a sidebar folder, a breadcrumb, or My Driveto re-parent it — or use the folder menu's Move to… and New subfolder actions. Drive blocks moves that would put a folder inside itself.

Files use the same sharing system as every other project: invite people by email with viewer or editor access, or create a share link anyone can open — link recipients land on the preview page without needing an account.

Viewer vs editor: viewers can open and read the file, but they get no Download button— editors do. That applies to invites and share links alike, so picking the tier is how you decide whether someone can keep their own copy. (Worth knowing: previewing a file necessarily loads it in the viewer's browser, so this is a deliberate boundary rather than airtight protection — for genuinely sensitive material, share it with people you trust.)

Share a whole folder from its menu (the Share action) to invite people by email — they get access to everything inside it, including subfolders. Once a folder is shared, a small Sharedtag appears on it; click the tag to see exactly who has access and each person's activity — when they were invited, when they accepted, and the last time they opened the folder. From there, Manage sharing opens the full invite panel.

Files and folders shared with you appear under Shared with mein Drive's sidebar; open a shared folder to browse its files. Trashed files immediately become owner-only — collaborators and links lose access until you restore them.

Who has access(in Drive's sidebar) answers the question you can't answer by opening files one at a time: everything you've shared, across your whole Drive, grouped by file or folder. Each row shows the tier, how many times a link has been opened and when, and which protections it carries — and one click turns any of it off. Links you've already turned off stay listed, marked Turned off, so you can see what you closed rather than wondering whether you did.

Getting an invite: a new invite shows up in three places, so you never miss it — an email with an Accept invitation button, a notification in your bell naming who shared it, and a pending row under Shared with me with an Acceptbutton. Accepting from any of them adds the file or folder to your Drive; simply opening a link someone forwarded you accepts it too, as long as you're signed in with the invited email address.

A share link doesn't have to be a permanent open door. In the Share → Linktab you can create as many links as you need for one file, name each one (“Series A diligence”, “Board pack”), and give each its own controls:

• Password — visitors enter it once, then the link opens normally for the next 12 hours.
• Expiry — the link stops working on a date you pick. Presets cover 1, 7, 30, and 90 days.
• Ask for an email — visitors identify themselves before the file opens, so you know who looked.
• Turn downloads off — on an editor link, keep the preview but withhold the copy. (A viewer link never had a download to begin with.)
• View limit — the link retires itself after roughly N opens. Treat it as approximate: two people opening it at the same moment can both get in.
• Tell me when it's opened — a notification each time someone opens the link. Pair it with the email prompt to learn who.
• Watermark every page— stamps who's viewing, the link's name, and the time onto the document itself, so a copy that turns up somewhere it shouldn't points back to one recipient. See below.

Require accepting terms: visitors read your terms and sign off with their name and email before the file opens. Each acceptance is kept permanently — who, when, from which link, and a fingerprint of the exact terms they saw — and appears under a Terms tab on the file's Activity panel, with Export CSVfor your records. Worth being precise about what that is: it shows someone holding your link typed that name and email and ticked the box at a known time. We don't verify the email, and it isn't a signature — for anything that needs one, use a real e-signature flow.

About watermarking:the stamp is real text drawn onto every page — a faint diagonal across the middle plus a small line in the footer — so the document stays selectable and searchable. Today it works on PDFs. Anything else won't open through a watermarked link at all, which is deliberate: a link that promises to trace everything it shares shouldn't quietly hand out an untraceable copy. If a folder mixes PDFs with spreadsheets or decks, either convert them or share those on a second, un-watermarked link. Visitors are told the file is watermarked, because nobody should discover their email was on a page after they forwarded it.

Every control is checked on our side on every request, so turning a link off, lowering a limit, or changing a password takes effect immediately — even for someone who already unlocked it. Turning a link off keeps it in the list (marked Turned off) so you can still see it in the file's activity trail.

What a blocked visitor sees depends on why. If the link is off, expired, or out of views they get a plain “this link is no longer available” message with no form to fill in — there's nothing they could type that would help. If it just needs a password or an email, they get one screen asking for it. Either way the screen shows nothing about the file itself: not its name, size, or owner.