What is Drive?
Drive is a built-in file manager in Sugester. It allows you to store files, organize them into folders, and create documents with metadata related to the CRM.
Main Elements
Drive operates on three types of objects:
- Folders — directory structure (unlimited depth nesting)
- Files — any files uploaded from the disk (PDFs, images, spreadsheets, archives, etc.)
- Documents — entries with Markdown content, attachments, and metadata (client, contact, deal, project, dates)
Browsing
Drive offers two views:
- List — classic tabular view with name, size, date, and author
- Tiles — grid view with thumbnails of images and file type icons
Switching views is done using icons in the upper right corner. The selected view is remembered.
Navigating Folders
Folders create a tree structure. The breadcrumb path at the top of the page shows the current location and allows you to quickly go back to the parent folder.
A deep link to a file (e.g., /drive/f/Invoices/invoice.pdf) opens a preview of the file directly.
Uploading Files
Files can be uploaded in two ways:
- Upload Button — click the button in the sidebar and select files from the disk
- Drag and Drop — drag files from the operating system into the browser window
You can upload multiple files at once. During the upload, a spinner is displayed with progress information.
File and Folder Operations
Each item (file, folder, document) has a context menu (three dots) with actions:
- Rename — inline name editing
- Move to… — move to another folder (modal with a list of folders)
- Download — download the file to disk
- Info — details of the file/document
- Delete — removal with confirmation
You can also move items using drag & drop — drag a file onto a folder.
File Preview
Clicking on an image or PDF opens a fullscreen preview with the option to:
- Zoom in/out
- Navigate with arrows (previous/next file)
- Download the file
- Close with the Escape key
Transparent PNGs are displayed with a checkerboard background (transparency indicator).
Search
The search bar at the top of the page searches file names, folders, and documents. You can also filter by client and responsible person.
Documents in Drive
Documents are a special type of entry in Drive — not just a regular file, but a record with rich metadata:
- Name — title of the document
- Content — Markdown editor (formatted text)
- Attachments — any number of files attached to the document
- Date Signed — when the document was signed
- Validity Period — start date / end date
- CRM Links — client, contact, deal, project, responsible person
Documents are particularly useful for storing contracts, notes, and protocols with links to contractors and projects.
To create a new document: click the Upload button in the sidebar and select New Document.
Document Templates
Drive allows you to create document templates (HTML/Liquid) from which you can generate PDF, CSV, or XML documents. Templates can use data from the client, deal, or project.