> ## Documentation Index
> Fetch the complete documentation index at: https://docs.softbooq.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Softbooq Files

> Cloud file management across all your storage providers

Softbooq Files is a standalone file management app at `files.softbooq.com` that connects your cloud storage — SharePoint, Google Drive, OneDrive, Dropbox, Box, and local folders — into a single browser-based interface. It uses your existing Softbooq account, so there is no separate login.

## What Softbooq Files includes

* **Multi-provider support** — connect and browse SharePoint, Google Drive, OneDrive, Dropbox, Box, and local folders from one place
* **Tab interface** — open multiple drives simultaneously in separate tabs, like a browser
* **Quick Access** — pin up to 8 frequently used folders or files for fast access from the home screen
* **Full file operations** — upload, download, rename, move, copy, paste, delete, create folders
* **Search** — search within any connected drive
* **Version history** — view and restore previous file versions (where supported by the drive)
* **Sharing & permissions** — view and manage file permissions directly from the app
* **Recycle bin** — recover deleted files from supported drives
* **Dark/light mode** — full theme support with system auto-detect
* **Keyboard shortcuts** — full keyboard navigation for power users
* **Mobile app** — Files, Recent, Search, Drives, and Trash tabs on mobile

<Note>
  Softbooq Files requires a Softbooq account. Unauthenticated users are redirected to accounts.softbooq.com to sign in. Once authenticated, you are returned to Files automatically.
</Note>

***

## Common tasks

### Connect a cloud drive

<Steps>
  <Step title="Open Softbooq Files at files.softbooq.com" />

  <Step title="Click the + button in the sidebar or tab bar to open the Add Drive modal" />

  <Step title="Select your storage provider">
    Choose from: **SharePoint**, **Google Drive**, **OneDrive**, **Dropbox**, **Box**, or **Local Folder**.
  </Step>

  <Step title="Authenticate">
    * **Google Drive, Dropbox, Box** — click Connect and complete the OAuth login in the popup. Your drive is added automatically with your account name.
    * **OneDrive** — click Connect with Microsoft, sign in, and your personal or business OneDrive is added.
    * **SharePoint** — click Connect with Microsoft, sign in, then pick the SharePoint site and document library you want to access.
    * **Local Folder** — click Choose Folder and select a folder on your device. Requires Chrome or Edge 86+.
  </Step>

  <Step title="The drive appears in your sidebar and a new tab opens to its home">
    The drive is now browsable. You can connect additional drives by repeating the process — each one opens in its own tab.
  </Step>
</Steps>

### Browse and navigate files

<Steps>
  <Step title="Open a drive from the sidebar or the home screen grid">
    The drive opens in a new tab. You see a Details view (list) or Grid view depending on your default view preference.
  </Step>

  <Step title="Navigate into folders">
    Double-click a folder to open it. Use the breadcrumb bar at the top to jump back up the path, or the Back / Forward buttons.
  </Step>

  <Step title="Switch between Details and Grid view">
    Use the toggle in the toolbar. Details view shows name, size, type, and modified date. Grid view shows thumbnails for image files.
  </Step>

  <Step title="Sort the file list">
    Click any column header (Name, Size, Modified) to sort. Click again to reverse the order.
  </Step>

  <Step title="Filter by file type">
    Use the Filter button to show only specific file types (documents, images, spreadsheets, etc.).
  </Step>
</Steps>

### Upload files

<Steps>
  <Step title="Navigate to the folder you want to upload into" />

  <Step title="Click Upload in the toolbar, or drag files directly into the file list area">
    The upload progress panel appears at the bottom of the screen showing each file's progress.
  </Step>

  <Step title="If a file with the same name exists, a conflict modal appears">
    Choose to: **Replace** the existing file, **Keep both** (the new file gets a numbered suffix), or **Skip** this file.
  </Step>

  <Step title="Completed uploads appear in the file list immediately" />
</Steps>

### Download a file

<Steps>
  <Step title="Right-click a file to open the context menu" />

  <Step title="Click Download">
    The file downloads through your browser's standard download flow.
  </Step>
</Steps>

### Create a new folder

<Steps>
  <Step title="Navigate to the location where you want the new folder" />

  <Step title="Right-click on empty space in the file list and select New Folder, or click the New Folder button in the toolbar" />

  <Step title="Type the folder name and press Enter" />
</Steps>

### Rename a file or folder

<Steps>
  <Step title="Right-click the item and select Rename, or select it and press F2" />

  <Step title="Type the new name and press Enter to confirm, or Escape to cancel" />
</Steps>

### Move or copy files

<Steps>
  <Step title="Right-click the file or folder and select Cut (to move) or Copy">
    Alternatively, select the item and use Ctrl+X to cut or Ctrl+C to copy.
  </Step>

  <Step title="Navigate to the destination folder" />

  <Step title="Right-click on empty space and select Paste, or press Ctrl+V">
    The item is moved or copied to the new location.
  </Step>
</Steps>

### Delete a file or folder

<Steps>
  <Step title="Right-click the item and select Delete, or select it and press Del" />

  <Step title="Confirm the deletion if the confirmation preference is enabled in Settings">
    Deleted items go to the drive's recycle bin (where supported). They can be recovered from there.
  </Step>
</Steps>

### Pin items to Quick Access

<Steps>
  <Step title="Right-click a file or folder and select Pin to Quick Access">
    The item appears in the Quick Access section on the home screen. Up to 8 items can be pinned.
  </Step>

  <Step title="To remove a pin, right-click the item in Quick Access and select Unpin" />
</Steps>

### View and restore file versions

<Steps>
  <Step title="Right-click a file and select Version History">
    A panel shows all previous versions with their modified date, modified by, and file size.
  </Step>

  <Step title="Click a version to download that version, or restore it to become the current version">
    Version history is only available on drives that support versioning (SharePoint, OneDrive, Google Drive).
  </Step>
</Steps>

### Search within a drive

<Steps>
  <Step title="Open the drive's tab" />

  <Step title="Press Ctrl+F or click the Search icon in the toolbar">
    A search bar appears at the top of the file list.
  </Step>

  <Step title="Type a file name or keyword">
    Results appear in real time, filtered from the current folder's contents. For full-drive search on supported providers (SharePoint, OneDrive), the search queries the drive's index directly.
  </Step>
</Steps>

### Manage drive settings

<Steps>
  <Step title="Click the Settings gear icon in the toolbar to open Settings" />

  <Step title="Use the Drives tab to view all connected drives">
    Each drive shows its connection status (Connected, Disconnected, or Auth Failed). You can disconnect or remove a drive from here.
  </Step>

  <Step title="Use the Preferences tab to configure">
    * **Default view** — Details or Grid
    * **Confirm before delete** — toggle the delete confirmation prompt
    * **Show file sizes** — show or hide the Size column
    * **Auto-refresh interval** — Off, 30 seconds, 1 minute, or 5 minutes
    * **Theme** — Light, Dark, or System
    * **Row density** — Compact, Normal, or Comfortable
    * **UI zoom** — 80% to 150%
  </Step>

  <Step title="Use the Auth tab to configure custom OAuth app credentials">
    By default, Softbooq Files uses shared OAuth app credentials. If your organisation requires its own Microsoft Azure app registration (for SharePoint / OneDrive enterprise access), enter your Client ID and Tenant ID here. Google Drive, Dropbox, and Box also support custom Client IDs.
  </Step>
</Steps>

***

## Keyboard shortcuts

| Shortcut  | Action                   |
| --------- | ------------------------ |
| F5        | Refresh current folder   |
| Ctrl+F    | Search in current folder |
| Ctrl+N    | New folder               |
| F2        | Rename selected item     |
| Del       | Delete selected item     |
| Ctrl+A    | Select all               |
| Ctrl+C    | Copy                     |
| Ctrl+X    | Cut                      |
| Ctrl+V    | Paste                    |
| Backspace | Navigate up one level    |

***

## Troubleshooting

<AccordionGroup>
  <Accordion title="I'm being redirected to accounts.softbooq.com when I open Files">
    You need to be signed in to use Softbooq Files. Sign in with your Softbooq account at accounts.softbooq.com and you will be redirected back to Files automatically. If you do not have an account, sign up at app.softbooq.com/signup.
  </Accordion>

  <Accordion title="A drive shows Auth Failed status">
    OAuth tokens expire over time. Open Settings → Drives and remove the drive, then re-add it by clicking + and going through the authentication flow again. Your files are not affected — only the connection token is refreshed.
  </Accordion>

  <Accordion title="SharePoint is not showing my sites">
    After signing in with Microsoft, Files fetches the sites you follow in SharePoint. If no sites appear, make sure you have followed the relevant sites in SharePoint Online (click the star icon on the site). If you recently followed a site, wait a few minutes for the Microsoft Graph API to reflect it.
  </Accordion>

  <Accordion title="Local Folder is not available or shows an error">
    Local folder access uses the browser's File System Access API, which requires Chrome or Edge 86+. Firefox and Safari do not support this feature. If you are using a supported browser and still see an error, check that you granted read/write permission when the folder picker appeared.
  </Accordion>

  <Accordion title="Uploads are failing or stuck">
    Check your internet connection. For large files, uploads may time out on slow connections — try uploading in smaller batches. If uploads consistently fail to a SharePoint or OneDrive drive, check that your OAuth token is still valid (Settings → Drives → connection status).
  </Accordion>

  <Accordion title="Deleted files are not in the recycle bin">
    Not all providers support a recoverable recycle bin through the API. Local folder deletions bypass the system recycle bin entirely. For SharePoint and OneDrive, deleted files are in the SharePoint/OneDrive recycle bin and can be recovered from the Trash tab or directly in SharePoint/OneDrive.
  </Accordion>
</AccordionGroup>

***

## FAQ

<AccordionGroup>
  <Accordion title="Does Softbooq Files store my files?">
    No. Softbooq Files is a browser interface — your files remain in your cloud provider (SharePoint, Google Drive, etc.) at all times. Softbooq does not copy or cache your file contents.
  </Accordion>

  <Accordion title="Can I have multiple drives from the same provider open at the same time?">
    Yes. You can connect multiple Google Drive accounts, multiple SharePoint libraries, or any combination of providers. Each appears as a separate entry in the sidebar and opens in its own tab.
  </Accordion>

  <Accordion title="Can my whole team see the same drives?">
    Admins can mark a drive as an Organisation drive when adding it — these appear in the sidebar for all team members. Personal drives are visible only to the user who added them.
  </Accordion>

  <Accordion title="Can I open Office files directly in the desktop app?">
    For SharePoint and OneDrive files, Softbooq Files uses the Office URI scheme (ms-word://, ms-excel://, ms-powerpoint://) to open .docx, .xlsx, and .pptx files in the desktop Office app with AutoSave and co-authoring active — no download required.
  </Accordion>

  <Accordion title="Is there a mobile app?">
    Yes. Softbooq Files is fully functional on mobile at files.softbooq.com. The mobile interface has a bottom navigation bar with Files, Recent, Search, Drives, and More (Trash + Settings) tabs. The desktop tab layout is replaced with a native-app-style experience optimised for touch.
  </Accordion>
</AccordionGroup>

***

## See also

<CardGroup cols={3}>
  <Card title="Softbooq AI" icon="sparkles" href="/erp/ai">
    Ask the AI assistant questions about documents and files in your workspace.
  </Card>

  <Card title="Settings" icon="gear" href="/erp/settings">
    Configure OAuth credentials for cloud storage providers in Settings → Auth.
  </Card>

  <Card title="ERP Overview" icon="layer-group" href="/erp/overview">
    Files integrates with ERP modules — attach files directly to records.
  </Card>
</CardGroup>