Internal files stay connected to daily work.
Workspace can surface the documents, attachments, and shared files tied to a customer request, task, or approval.
RepCloud Drive
Files that belong to the work.
RepCloud Drive keeps documents, media, product files, customer files, purchase orders, invoices, and source material connected to the records and workflows that use them.
Drive connects files to the suite
Vendor docs
Customer files
Product media
Orders
Portal docs
Source assets
AI retrieval
Document context
Make files usable across the suite.
Drive is the connective layer for documents and media. Files can support CRM records, Workspace tasks, Publisher content, customer portals, and assistant workflows.
Shared file hub
Keep sales files, product sheets, vendor documents, customer files, media, and attachments organized.
Record attachments
Connect files to accounts, products, orders, campaigns, tasks, portal records, and content items.
Customer documents
Support portals with invoices, estimates, purchase orders, shared files, and customer-ready downloads.
Media and source assets
Store product media, campaign assets, vendor source material, and Publisher inputs in one governed place.
Permission-aware access
Align file visibility with tenant roles, app grants, workspace permissions, and customer portal rules.
Assistant-ready retrieval
Let RC Assistant find, summarize, extract, classify, and route files with business context.
File workflows
Documents become part of the customer and product record.
Drive should not become a dumping ground. It is the file layer that supports orders, portal access, sales follow-up, product launches, and content workflows.
Commercial documents stay close to CRM.
Purchase orders, invoices, estimates, product sheets, and account files can be attached to the records that explain them.
Customer-facing files can flow into portals.
Documents that customers need can be presented through a limited portal without exposing the internal workspace.
RC Assistant in Drive
Find the file and use what is inside it.
- Find the current price sheet for this vendor.
- Summarize the latest product PDF and flag changed specs.
- Attach this invoice to the matching customer and order.
- Pull source material for a Publisher product launch draft.