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Formist

Files

Browse SharePoint content and manage uploaded, linked, and generated space files.

Link and unlink files from business recordsA file can be connected to a Task, Session, Meeting, Participant, or another supported record without creating a second copy.Preview or download filesWhat happens when you open a file depends on its source and format.Search and browse the file libraryThe Files page combines a folder browser with space file search.Understand file summaries, indexing, and skip reasonsFormist can extract text from supported files, generate a short summary, and add the content to space search.Understand SharePoint and Formist filesThe Files library brings connected SharePoint documents and files created inside Formist into one place, but ownership still matters.Upload files and create foldersUse Upload files to add local files or a folder tree to the current folder in the Files library.