Files

Overview

OneHQ keeps every client’s documents in one folder per client, filed in your own storage — Dropbox or OneDrive / SharePoint. Your files stay where they are; OneHQ organises them, links each folder to the right client, and puts them wherever you’re working.

Open a client and their documents are right there. Because the folder is tied to the client record rather than a filename, everything filed under them turns up in the one place — no hunting through a shared drive.

Working with files

Upload a document straight to a client’s folder — up to 50 MB a file — and it’s filed against that client from the moment it lands. No copying paths around, no dragging it into the right place afterwards.

Signing, joined up

Files tie into the rest of OneHQ. Drop a document into To Sign and it flows straight into e-signing; once it’s signed, the finished PDF files itself back to the client’s folder — nothing to move by hand.

For the full signing workflow, see the E-signing support page.

Keeping your drive tidy

Files health — in the Files menu, beside Recently deleted — compares your drive against your client list and says where they’ve drifted apart: a folder not yet connected to its client, a client with no folder, an archived client’s folder still in Clients, a copy, a folder no client claims. Each has one button that says exactly what it will do and asks first; nothing is deleted, and a folder you’ve judged can be set aside so it stops being counted. On a new drive it makes every client’s folder in one press.

Moving from an older system onto OneDrive? Migration Intake gives you a drop-folder: put the old files in, check what it plans to do, and OneHQ files what it can match against the right clients.

Frequently asked questions