Project Files
A department-scoped file repository for every department, plus a master production index for admins. Upload deal memos, release forms, permits, contracts, and any other production documents.
Overview
Project Files gives every department a dedicated Google Drive–style section where crew can upload, title, and describe documents. Admins see a Production Files master index (/files) that aggregates every department’s files in one place with powerful filtering.
This feature coexists with Paperwork. Paperwork handles assigned form workflows (templates sent to individuals for completion). Project Files is for general document storage — permits, contracts, references, invoices — that the whole department (or production) needs access to.
Department file pages
Every department has a Files link in its sidebar section (e.g./files/art, /files/camera). The page shows only that department’s files with all other filters still available. The department filter is locked to that section’s department so crew see only what’s relevant to them.
- Department members with editor or admin access can upload files.
- Department members with viewer access can browse and download but not upload or edit.
- The upload button is hidden automatically when the user only has viewer access.
Production Files index
The top-level Production Files entry (visible to admins and super admins) shows all files across every department. Use it to get a bird’s-eye view of what has been uploaded and track completion status across the whole production.
Admins can also upload files from this view — the upload modal includes a department picker so you can file documents on behalf of any department.
Filters
Both the master index and each department page share the same filter bar:
- Department — filter across departments (master index only; locked on dept pages).
- Status — Not Started, In Progress, or Completed.
- Form Type — preset categories or custom labels.
- Crew member — show only files assigned to a specific person.
- Search — searches title, description, and file name.
Click Clear to remove all active filters at once.
Uploading files
Click the Upload button to open the upload modal. Each file requires:
- File — drag and drop or browse. Any file type up to 50 MB.
- Title — a human-readable label for the file (pre-filled from the file name).
- Form Type — select from the preset list or choose “Custom…” to enter your own.
- Status — defaults to Not Started; change to reflect the file’s current state.
- Description — optional notes visible in the file list.
- Assign to crew member — optional; surfaces the file in assignee filters.
Form types
The following preset form types are available out of the box:
- Deal Memo
- Release Form
- Permit
- Invoice
- Contract
- Insurance
- Call Sheet
- Script
- Reference
- Other
Select Custom… from the dropdown to type any category label your production needs. Custom labels are stored exactly as entered and remain searchable and filterable.
Status tracking
Each file carries one of three statuses:
- Not Started — uploaded but no action taken yet.
- In Progress — being worked on or awaiting review.
- Completed — fully processed; a completed timestamp is automatically recorded.
Any crew member with edit access to the file’s department can update the status. Status is also editable after upload via the row actions (Edit button).
Editing and deleting
Hover any row to reveal row actions:
- Edit — change the title, description, form type, assigned crew member, or status. The underlying file cannot be replaced; upload a new file if needed.
- Download — generates a time-limited secure download link (1 hour) and triggers the browser’s download flow.
- Delete — permanently removes the file from storage and the database. This cannot be undone.
Permissions
| Action | Who can do it |
|---|---|
| View Production Files index (all departments) | Admin, Super Admin |
| Upload files to a department | Editor, Admin, Super Admin (for that department) |
| Edit file metadata or status | Editor, Admin, Super Admin (for that department) |
| Download any file | Viewer, Editor, Admin, Super Admin (for that department) |
| Delete a file | Uploader, Admin, Super Admin |
| View a department files page | Any member with access to that department |
Difference from Paperwork
Project Files and Paperwork serve different purposes and coexist independently:
- Paperwork — structured workflow: templates (blank PDFs) are sent to specific crew members who upload their completed forms. Status tracks whether the form has been sent and returned.
- Project Files — general-purpose file repository: any crew member with edit access can upload any document to their department. There is no send/receive workflow; files are simply stored and tracked.