File Sharing with AnyDB
Overview
This guide shows how to use AnyDB to securely store, organize, and share files within and outside your organization. You’ll learn how to upload files, organize them in folders, control access, and track sharing—all from within a structured AnyDB environment.
Business Problem
Traditional file sharing via email, cloud drives, or desktop folders often leads to version confusion, permission issues, and scattered documents. Teams lack a consistent, secure, and trackable way to manage and share business files.
Solution Summary
With AnyDB, you can:
- Upload files directly to databases, folders, or inside data documents
- Organize files with folders and metadata
- Share files with internal team members, external guests, or via public links
- Track who has access to each file
- Preview supported files without downloading (e.g., PDFs, images, video)
Step-by-Step Instructions
1. Upload a File
- Navigate to the relevant Database or Folder
- Click + New Item
- Choose File from the item types
- Drag and drop your file or click to browse
You can also attach files as child items to an existing Data Document or Page.
2. Organize with Folders
- Use Folders to group files by project, department, or use case
- Drag files into folders or create new folders via + New Item > Folder
Folders can also contain data documents and pages, not just files.
3. Share the File
- Open the file item
- Click Share on the top-right
- Choose:
- Private sharing with team members or guests
- Public link sharing with optional view/edit permissions
You can:
- Set expiration dates or disable links at any time
- Decide whether to allow access to attachments or related items
4. Track File Access
- View who has access in the Sharing & Permissions dialog
- Update guest or team permissions as needed
- Monitor shared files using “Shared with Me” or “Publicly Shared” views
Data Model & Structure
Field | Description |
---|---|
File Name | Name of the uploaded document |
Description | Optional text field for context or summary |
Upload Date | Timestamp of when the file was uploaded |
Linked Item | Parent document or folder (if attached) |
File Size | Automatically stored with the file |
File Type | Document, Image, Video, Spreadsheet, etc. |
Tags or Labels | Optional categorization using select fields |
Shared With | List of team members or public link configuration |
Reporting & Views
Use filters and saved views to track:
- Recently uploaded files
- Publicly shared files
- Files grouped by folder or tag
- Files shared with external guests
Build dashboards to track:
- Number of files shared
- Last accessed date
- Files by team, project, or status
Sharing & Collaboration
- Share individual files or entire folders
- Assign ownership of files to users
- Use guest sharing for vendors, clients, or external reviewers
- Control visibility and permissions with fine-grained roles
Tips & Best Practices
- Group related files inside a Folder to reduce clutter
- Use Tags or Labels to categorize files by type, status, or department
- Attach files directly to related data documents (e.g., proposals, tasks)
- Use Preview support to avoid unnecessary downloads
Note: Free plans are limited to 5MB file uploads and 1GB total storage per team. Upgrade to Pro or Business plans for larger files and expanded storage.
Who This is For
- Project Managers – sharing briefs, specs, and deliverables
- HR Teams – distributing and managing HR policies or onboarding docs
- Designers – sharing media files or creative assets
- Legal or Compliance – distributing contracts and controlled documents
- Cross-functional Teams – collaborating on shared folders of files
Why Use AnyDB for File Sharing
Benefit | How AnyDB Supports It |
---|---|
Unified Storage | Store files alongside business records and documents |
Fine-Grained Sharing | Public, guest, and team-based permissions |
Built-In Previews | View PDFs, images, videos, and docs inside AnyDB |
Structured Metadata | Add tags, links, and notes directly to files |
Scalable Organization | Use folders and custom templates to group related files |
Unlimited Public Shares | Share securely without login (based on access level) |
AnyDB brings structure and control to your file sharing—turning isolated file drops into organized, searchable, and secure collaboration hubs.