Every document, one library.
Contracts, photos and PDFs attached anywhere in the CRM appear in one organised, searchable library with instant previews.
Find any file in seconds
Browse by folder or search across everything. Filter by type, sort by newest, name or size, and switch between a grid of thumbnails and a detailed list. Each file shows which record it belongs to.
- Folders for contacts, deals, properties, projects and tasks
- Filter by images, PDFs, documents or spreadsheets
- Grid and list views that remember your choice
- Storage and file counts at the top
Preview without downloading
Open any file in a full-page viewer. Images and PDFs display right in the browser, spreadsheets in CSV form show as text, and you can step to the next or previous file without leaving.
- PDFs and images preview instantly
- Next and previous buttons
- One-click download
- Jump to the record the file belongs to
Upload where the work happens
Drop files into any folder, or attach them from a contact, deal, property, project or task. Everything lands in the same library automatically.
- Drag and drop uploads
- PDF, image, Word, Excel and CSV files
- Up to 5 MB per file
- Delete controls respect each person's role
A few more reasons teams like it
Thumbnails that load on demand
The library opens fast even with many files, because previews load only as you scroll.
Safe by default
Files are stored privately and only signed-in team members with access to the record can open them.
Backed up daily
Your files are included in the automatic daily backup.
Common questions
What file types are supported?
PDF, common image formats, Word, Excel and CSV files. Other types can be stored and downloaded but may not preview in the browser.
Is there a size limit?
Each file can be up to 5 MB. For larger media, link a Google Drive folder from the record.
Can I organise files into my own folders?
Files are organised by the record they belong to, so they are always where you would look for them.
Related guides
Backups: how they work and how to restore
Automatic daily backups, how to take one on demand, and how to restore your data if you ever need to.
Read the guide →Getting started: your first hour in PBRE CRM
A quick tour of the workspace and the five things to set up first: contacts, a pipeline, tasks, files and your team.
Read the guide →Track a listing from first call to closing
A worked example that ties contacts, properties, deals, tasks, projects and files together.
Read the guide →Ready to get your business organised?
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