User guide / Discussions & documents / Document management
CollaboratingDocument management
Upload, create and co-edit your documents, organised in folders and subfolders.
2 min read updated October 2026
Each project has its own storage space: a single place to gather contracts, deliverables, meeting reports or any other project document, organised in folders and subfolders, with the option to create and co-edit some documents directly in Gladys.
Where to find your documents
Document management is available in two places in a project:
- The Documents tab in the project's navigation, alongside Kanban, Discussion, List, Gantt, Dashboard or Budget — the full view, with the folder tree.
- A Documents widget on the project dashboard, for quick access to the most recent files without switching tab.
Organising your documents in folders
You can create folders and subfolders to structure your documents as you wish (for example: Administration → Contract, or Deliverables). Each folder shows how many subfolders and files it contains, and can be expanded or collapsed in one click.
Adding a document
Three ways to add a document to your project space:
Upload a file
Drag and drop a file from your computer, or click + Upload / + Add a file to select it.
Create directly in Gladys
Create a new Word (.docx), Excel (.xlsx) or PowerPoint (.pptx) document without leaving the tool — it opens immediately in the built-in editor.
Connect Google Drive
Link your Google Drive account to import files already stored there, without downloading and re-uploading them.
Co-editing a document
Word, Excel and PowerPoint documents created in Gladys open in a built-in editor and can be co-edited: several project members can work on the same file at the same time, with automatic saving — no more emailing an attachment for each new version.
Good to know: the editor shows the document name at the top, with Open, Rename and Delete shortcuts available without leaving the view.
Managing a document
From the ⋮ menu on the right of each file, three actions are available:
- Download — get a copy of the file on your computer.
- Rename — change the document name without recreating it.
- Delete — permanently remove the file from the project space.
Frequently asked questions
Can I edit an uploaded file (PDF, image) directly in Gladys?
Built-in co-editing applies to documents created in Word, Excel or PowerPoint format. For other formats, download the file, edit it, then upload the new version.
Who can see a project's documents?
All members with access to the project can view its documents. Contact your administrator for finer permission settings.
Does the Google Drive connection sync files continuously?
Contact your Gladys administrator to find out exactly how the sync configured for your organisation behaves.