Skip to main content

File Collections

[API Docs] [SDK]

File Collections let you group and organize files within entities. They support drag-and-drop and come in two types: shared (global) and personal (user).

Global Collections​

Global collections are shared across the entire organization. Create them from the Label Builder under the File Collections tab, or via the Taxonomies functionality and Taxonomy API. Only a taxonomy classification is required -- no taxonomy family.

Each global collection is associated with a specific schema (e.g., opportunity, order). Files added to a global collection are scoped to the individual entity, providing a common organizational structure across entities of the same type.

Global File Collections

User Collections​

User collections are personal to the user who creates them. Create them from the Files area of any entity with the files capability, or via the file collection facade API.

Each user collection is associated with a specific schema, letting you build custom file views per entity type.

User File Collections