01
Upload to its context
Drag and drop the file onto a project, task or customer card. No need to set up folder structures — the file is born where it belongs.
Feature · File Management
Not files — context.
Folders, versions, sharing and archive — all in Managelify. Files live tied to projects, tasks and customers; Mana AI reads the content, summarises it and suggests tasks.
One place
project + task + customer files
0 sec
upload → context matching
Mana AI
for file summary & action
FILE MANAGEMENT PREVIEW
Screenshot area ready
Once visuals are ready, they'll slot into these frames — sized for product screens.
Folder structureDrag-and-drop uploadVersion history
Live system · Real-timeDon't just read about it —
Don't just read about it —
use Managelify.
No sign up, no card, no setup. One click opens the real dashboard with projects, tasks, Mana AI and the calendar — exactly as if it were your own account.
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PROBLEM
Brief on Drive, contract in mail, logo on the desktop — the project has no memory.
'Final v3 final.pdf' is a pain everyone knows. Drive jungle, dead WeTransfer links, mail attachment chaos — finding files steals time from work and shakes customer trust.
GOOGLE DRIVE / ONEDRIVE
Folder jungle, naming chaos, tangled sharing permissions. 'Final v3 final.pdf' is the same pain in every team.
WHATSAPP & EMAIL ATTACHMENTS
Customer brief in chat, contract in mail, logo on Drive. The file you want isn't found — and if it is, no one knows which version is current.
DROPBOX / WETRANSFER
You share a big file, the link dies in 7 days. The customer asks again, you upload again — versions don't match, no tracking.
LOCAL DRIVE
The designer keeps it on their machine; teammates can't access it. They leave, the files leave — the project loses its memory.
NOTION ATTACHMENTS
Beautiful docs but a weak file silo; no folder logic, no versioning, no per-customer archive.
MANUAL ARCHIVE
Project is over — where are the files? A year later the customer asks 'can you send the old design?' — no one finds it, brand reputation suffers.
One flow · WRM
Folders + versions + context + AI — in one place.
Classic cloud storage holds the file but not the context. Managelify ties files to projects, tasks and customers. We call it Work Relationship Management (WRM) — you manage the relationship, not the file.
Folder structure
Drag-and-drop
Version history
Fast search
Permissions & sharing
Context linking
Preview
Mana AI
02
Folders + search + versions
Drive-like folder structure, fast search, version history. Older versions return with one click; the 'which version is current?' question leaves your life.
03
Permissions & sharing control
Who views, downloads or edits a file — define it role by role. Show customers only the latest version, your team the full history; GDPR-compliant.
04
Let Mana AI turn content into action
Mana AI reads PDFs, briefs, contracts and image descriptions, summarises them and suggests tasks. 'I extracted 6 tasks from this brief — want me to add them to the project?'
DEPTH
Folders, versions, security and AI.
Drive stores the file and stops there. Managelify pairs the file with context, preserves versions and reads the content — closing the loop.
Folders & uploadVersionsSecurity & permissionsAI signalsScenariosSettings
Folders & upload
- Drive-like folder structure
- Project / task / customer-based archive
- Drag-and-drop multi-upload
- Sort & filter inside folders
- Fast search (name & content)
- Starred & recently used files
- Folder share link
- Bulk download (zip)
Versions & archive
- Automatic version tracking
- One-click rollback to older versions
- Compare across versions
- History of who uploaded what and when
- Comment & approval flow (coming soon)
- Locked version (final lock)
- Show customers only the latest version
- Archive & permanent retention
Security & permissions
- Role-based permissions (view / download / edit)
- Share link & password protection
- Time-limited access
- Download & view logs
- Encrypted storage (at rest & in transit)
- GDPR-compliant retention
- Sensitive file labeling
- Audit trail & archive policy
AI signals
- PDF & brief summary extraction
- Risky-clause detection in contracts
- Task & scope suggestions from briefs
- Image & screenshot description
- Natural-language file search
- Duplicate / empty file cleanup suggestions
- Auto-link related files
- Auto-tag files created from meetings
Use scenarios
- Freelancer customer archive
- Agency project delivery files
- Design & brand identity library
- Contract & quote archive
- Training & onboarding documents
- Customer brief & meeting attachments
Settings & policy
- Folder template (auto-created when project opens)
- Permissions & role matrix
- Sharing & link policy
- Versioning & archive rules
- File size & type restrictions
- Auto-tagging
- GDPR retention period
- Audit trail report
ENHANCERS
Not just storing — finding, linking, using.
File = a piece of work with context
On Drive a file is a silo — in Managelify a file lives tied to a project, task, customer and message. The 'which project is this for?' question is answered before it's asked.
Not searching — finding
Search by file name, content, customer, project or tag. Mana AI handles natural language: 'find ABC's latest brief' — it shows up in a second.
Transparent, traceable, GDPR-compliant
Who opened, downloaded, edited — audit trail everywhere. Sensitive files are encrypted; retention periods can be defined per customer.
Mana AI = the assistant that reads files
Mana AI summarises briefs, flags risky clauses in contracts, describes images. Not passive storage — a layer that produces action from content.
Reads the file — produces action.
Mana AI reads PDF briefs and suggests tasks, flags risky clauses in contracts, describes images. It searches files in natural language and flags duplicate or empty files — not passive storage, a layer that produces action from content.
PDF & brief summaryNatural-language searchImage & screen descriptionRisky clause warning
SAMPLE SUMMARY
"I extracted 6 tasks from ABC's brief. The delivery date is unclear and there are 2 risks in the scope. Want me to add them to the project?"
Brief summary & task suggestions Natural-language search Risky clause detection One-click add to project
WHO IT'S FOR
Solo to team — every file finds its place.
Freelancer
Every customer's archive — solo, neat.
A folder is auto-created under each customer card: brief, brand, delivery, invoice. You don't search 'customer-acme-final-v3-final.pdf' on Drive — in Managelify you open the customer card and see the latest version. Mana AI reads the brief, extracts tasks.
Agency
Transparent project delivery, consistent brand identity.
Each project's folder template (brief, design, production, delivery) opens automatically. The designer uploads, the account manager approves, the customer sees only the latest version. Version history is transparent — even if the team changes, institutional memory isn't lost.
Startup & B2B team
Contracts, briefs, product docs — in context.
Contracts on the customer card, product docs in the project, briefs on the task. Mana AI notices the renewal date in the contract, creates a task; extracts scope from the brief. The Drive bill drops, the chaos is zero.
COMPARISON
Drive, Dropbox, WeTransfer — each a silo. Managelify is the context.
The table below shows the strengths of popular file tools — and the contextual file management Managelify offers in a single flow.
TOOLSTRENGTHGAP
Google Drive / OneDriveLarge storage & co-editingNo project/task/customer context; folder jungle; tangled permissions; weak AI content reading
DropboxSimple file syncNo work management; limited versioning; no customer/project tie
Notion attachmentsFiles embedded in docsNo folder structure; weak versioning; limited archive & permissions
WeTransferQuick one-off sharingLink dies in 7 days; no archive; no context; no tracking
Local driveFree & fastNo team access; high data-loss risk; no sharing or permissions
Managelify File ManagementWRMFolders + versions + context + Mana AI in one flow—
KEEP EXPLORING
Discover File Management alongside the rest of Managelify.
CRM
File archive lives under the customer card; brief, contract, delivery in one place.
Forms & Contracts
Signed contracts auto-drop into the customer's file archive.
Sales & Quotes
Quotes and contracts archived alongside the customer file.
Product & Service Catalog
Product specs and brand assets live as part of the catalog.
Recording & Transcript
Meeting recordings auto-archive in the project file space.
All modules
See all 33 modules across 8 categories of Managelify in one panel.
FREQUENTLY ASKED QUESTIONS
Clear answers on File Management.
What exactly does Managelify File Management do?
Managelify File Management offers a Drive-like folder structure, drag-and-drop upload, version tracking and role-based sharing in one system. The difference: files don't live in a silo — they live tied to a project, task or customer. The moment you upload a file, its context is set; instead of searching, it's right where it belongs.
Does it replace Google Drive, Dropbox or OneDrive?
More than enough for most teams. Drive is a plain file store; but it lacks project/task/customer context, folders are a jungle, and AI content reading is weak. Managelify File Management offers context-bound files, version tracking, audit trails and Mana AI content reading — no separate subscription, no separate search, no separate silo.
How does the folder structure work?
You can build a Drive-like tree; but in Managelify, creating folders isn't required. Each project, task and customer gets its own space automatically. Optionally, when a project opens a ready-made folder template (brief, design, delivery, invoice) is triggered — consistent archive, zero manual work.
How does version tracking work?
Upload a new file with the same name and it becomes a new version automatically. All past versions are kept; one click takes you back to an older version. Who uploaded which version and when — the audit trail is transparent. The 'final v3 final.pdf' chaos is over.
How are permissions and sharing managed?
You define role-based permissions (view / download / edit). Show customers only the latest version, the team the full history. Share links can be password-protected or time-limited. Every download and view is logged — GDPR-compliant.
Which file types are supported?
PDF, Word, Excel, images (JPG/PNG/SVG), video, audio, design (Figma/Sketch exports), contracts, presentations, code archives — all standard types. PDF, image, video and document previews open directly in the browser; no need to download.
What does Mana AI do with files?
Mana AI reads PDF briefs and suggests tasks, flags risky clauses in contracts, describes images. With natural language you can say 'find ABC's latest brief' — it shows up in a second. It suggests cleaning up duplicate or empty files and auto-links related files — not passive storage, an action-producing layer.
How is data security and retention handled?
All files are stored encrypted at-rest and in-transit. Retention can be defined per customer/project; GDPR-compliant. Files marked as sensitive get extra protection. Audit trails (who opened, downloaded, shared) are reportable — aligned with enterprise security standards.
MANAGELIFY
Instead of explaining — upload your first file today.
No signup hoops, no card, no setup. Drag and drop your file; let it land in its context automatically.