Upload, organize, and securely store documents with AWS S3 integration and version control.
Document Storage & Organization
WorkflowHero provides enterprise-grade document management with AWS S3 storage, automatic versioning, and comprehensive security features.
Uploading Documents
Drag & Drop: Easily drag files directly into workflow stages
Bulk Upload: Upload up to 10 files at once
Supported Formats: PDF, Word (DOCX), Excel, Images (JPG, PNG), and more
Document Categories
Organize documents by category for easy filtering:
Contracts
Invoices
Reports
Images
Spreadsheets
Presentations
Other
Document Security
AWS S3 Secure Storage
All documents are stored in AWS S3 with enterprise-grade security. Each file is tracked with unique keys, version IDs, and ETags for integrity verification.
Confidentiality Levels
Classify documents by sensitivity:
Public: Accessible to everyone
Internal: Organization-wide access (default)
Confidential: Restricted to specific users
Restricted: Highest security, limited access
Document Versioning
Track document history with automatic versioning:
Each upload creates a new version
Version numbers increment automatically
Track which version is latest
Maintain parent-child relationships
View complete version history
Revert to previous versions
Document Metadata
Each document includes comprehensive metadata:
File Information: Name, size, type, extension
Storage Details: S3 bucket, key, region, version ID
Add custom key-value tags for organization and search:
Create custom tag keys (e.g., "Department", "Project", "Year")
Assign values to each tag
Filter and search documents by tags
Multiple tags per document
Usage Tracking
Document uploads are tracked for resource monitoring:
Storage usage per organization
File size tracking
Upload counts
Plan limit monitoring
Overage alerts
Document Actions
Available actions for managing documents:
View/Preview documents
Download original files
Delete documents (with permission)
Update descriptions and tags
Change confidentiality level
View document history
Security Best Practice
Always set the appropriate confidentiality level when uploading sensitive documents. Documents marked as "Restricted" have additional access controls to protect your data.