Files and your library

Files is your workspace's home for the spreadsheets you work on. Every file you upload and every result you keep lives here, so you can come back days later and still know what a file is and where it came from.

Your folders sit across the top, and your most recent files show as tiles below them. Click a tile to see what happened to the file, its open task, and its first rows beside the tiles. Switch to List to see every file in one table, where you can select several and send them to a tool together.

The library is on Starter, Pro, and Agency plans. On Free, a result is available to download right after a job runs, within the Free retention window of 24 hours.

When you clean a list, format it for a CRM, and verify its emails, all three results stay attached to the file you started from, as versions of it. You get the full history of what happened to a list without ten near-identical uploads cluttering your library.

Open a file to see its History: every version numbered, oldest first, with what made it, its rows and the date it is kept until. The first version says how the file came in, such as Uploaded to Files or Emailed to the folder it arrived in. Click View on any version to see its rows below, where you can search them and pick a workbook's tab, or download it from its row.

A push to your CRM gets a row of its own in History, with the CRM's logo, how many rows it sent, and Review the push. It has no number, because a push leaves the file as it was.

For a small fix, click Edit above the rows. You can change a cell, remove a row, or remove a column, and each change is marked in place until you click Save as version (it names the next number), which saves the file as its newest version. Earlier versions never change. A file in a folder belongs to the folder's trail, so it has no Edit.

Star a file to keep it. A starred file is held back from the retention window below, so it stays until you unstar or delete it, however long it sits untouched, as long as the workspace is on a paid plan or someone signs in at least every 90 days. Star the lists you touch every week, an import you are part-way through, or a file you are about to hand to a teammate. Stars are shared across your workspace, so everyone works from the same starred set.

Any result can go straight into your library so it joins the file it came from.

Folders sit across the top of Files. A folder is a place files arrive on their own: drop one in, send one from your library with Send to folder, email one to the folder's own address, or upload one through the API. An emailed PDF or Word file lands as a CSV of its rows. Point a trail at the folder and every file that lands there is run automatically, cleaned, verified and pushed into your CRM, or held for your approval, without anyone opening it.

A folder does not need a trail to be useful; it is a tidy place to collect the files a partner or a form sends you every week. Folders are on Starter and above, and the Watched folders guide covers the email address, who can send to it, and the trail that watches it.

A folder also takes leads one at a time: from a form on your own site, Typeform, its webhook, or an email with no file. A single lead isn't a file, so it shows on the trail's Leads tab, not in Files.

When a file needs someone to pick it up, add a task to it. A task is a title, a due date, an assignee, and the file it is about, so a handoff is clear without a separate project tool. Anyone in the workspace can assign one, to a teammate or to themselves.

Whoever it lands on sees it on the file itself, by the tasks bell in the top bar, under Your tasks on Home, and on Home's Tasks tab, a board of everyone's tasks. One click on the circle marks it done.

In Files, a file with an open task carries a flag with the assignee's initials and the due date, and Has a task narrows Files to just those files.

It works just as well as a reminder to yourself. Set a dated task on a file, say "re-verify this list before the July send", and it waits quietly, then shows up as due under Your tasks on Home and by the bell when the date comes. An overdue task is a soft amber note, never a red alarm.

Tasks come with Files, on Starter, Pro, and Agency.

Retention runs from when each file was created, and the clock does not reset. Every tool run writes a new file, so a result starts its own window rather than extending the original's, and a file's History gives each version's Kept until date. Starred files are exempt: a star keeps a file until you remove it, however long it sits.