File Storage and Sharing

Store, preview, share, sync, and edit files in the same connected system as your customers, projects, orders, assets, and operations.

Files stored and managed in AnyDBManufacturing system with files connected to operational recordsFiles connected to the business process they supportAnyDB Desktop file sync application

Files and Folders at Scale

Files do not have to live as loose attachments or disappear into disconnected folders. In AnyDB they can be stored in volume, organized independently, attached to records, searched, shared, and used throughout your operation.

Unlimited file sizeStore large working files without a per-file size limit.
Files at scaleManage full file libraries as well as files attached to individual records.
Connected contextKeep every document with the customer, order, asset, or project it supports.
Files fitting the structure and processes of connected business operations

Keep the files with the work they belong to.

Operational work is more than fields and forms. Keep documents, drawings, images, spreadsheets and working files connected to the customers, projects, assets, claims, meetings and other records they support.

◇Claim Request
▤Invoices
PDFContractor Invoice.pdf
XLSEstimate.xlsx
IMGDamage Photos
$Payment
PDFPayment Direction.pdf
PDFPayment Receipt.pdf

Preview Files without Downloading

Review documents and media directly inside AnyDB. Move quickly through the material around a record without opening a separate application for every file.

Project and task files previewed directly inside AnyDB
DocumentsPreview PDF, DOCX, presentation, and text-based documents.
SpreadsheetsReview Excel and other structured file formats in context.
ImagesInspect designs, photos, scans, and visual records.
Audio and videoPlay media directly while reviewing the related work.
Files shared securely with teams and external collaborators

Share Files Privately or Publicly

Share a single file, a file collection, or the record that provides its business context. Keep internal material controlled while making approved documents easy to distribute.

Private accessUse workspace, role, record, and portal permissions to control who can open a file.
Public sharingCreate a direct public experience for files intended for broad distribution.
Context includedShare the file together with the status, instructions, or record information people need.

Sync a Record's Files to your Desktop

Sync a record and all of its files to a local folder for fast review and editing. Work with the complete document set as a unit while preserving its connection to the operational record in AnyDB.

AnyDB Desktop synchronizing complete record folders and their files
1

Select the record

Choose the customer, project, claim, order, asset, or other record you need.

2

Sync its folder

Bring the record and its complete file collection to your computer.

3

Review and edit

Open large groups of files quickly with your normal desktop tools.

4

Keep AnyDB current

Two-way sync returns file changes to the connected business record.

Edit AnyDB Files in Your Desktop Applications

The AnyDB File Sync app for Windows and macOS brings cloud files into your normal desktop workflow. Open a file in its native application, make changes, and let two-way sync return the latest version to AnyDB.

Use familiar applicationsEdit Word, Excel, creative, engineering, and other files with the software built for them.
Two-way synchronizationKeep local edits and AnyDB files aligned across Windows and macOS.

Turn Any Record Into a Polished Document

Generate ready-to-share PDFs from current record data. Build invoices, purchase orders, certificates, reports, proposals, and other documents without copying information into a separate template every time.

A manufacturing record transformed into a polished generated document
A performance review record transformed into a polished generated document
Live record dataUse fields, linked records, line items, tables, terms, and calculated values.
Consistent outputApply the same professional layout and branding every time.
Ready to distributeDownload a polished PDF for customers, vendors, employees, or auditors.
Built into operationsGenerate documents from the record where the work already happens.

Keep Every File Connected to the Work

Store files at scale, work with them anywhere, and turn business records into documents ready to share.