Forms, records and documents
Files and storage
Files are the originals behind a job: photos, PDFs, spreadsheets and supplier documents. Keeping them in workspace storage gives your team and agent one place to find the current file without copying it into chat.
Find or add a file
Open Files to browse or search the workspace. A task can also hold an attachment or a reference to a file that already exists in storage. Use the task when the file needs job context; use Files when you need the folder itself.
Ask your agent to confirm the destination before it writes or moves anything:
In Forge, find the latest [file name] for [job]. Tell me its workspace path and the task it belongs to.
Keep the original clear
Do not assume a file has been copied, shared or replaced just because it appears on a task. Ask the agent to read the current file reference and describe the next safe action.
Storage and access
Forge routes workspace files through that workspace’s configured storage. Use the workspace file route instead of pasting document contents into chat. A task attachment gives work context; it does not automatically make a file public or change who can open it. Check the destination and access before moving, replacing or sharing a file.
Before uploading this file, tell me the workspace destination, who can currently access it and whether this will create a new copy or replace anything.