Base Document Repository – 1 shared library for all files a team needs

Last month we rolled out Base Documents giving our users the ability to drag-and-drop their important files into Base and securely store them with their Deals, Contacts and Leads.
Today, we’re adding a huge cherry on top of an already great feature – Document Repository, one place where you can store your Documents and share them with your whole team. It’s like a library for all of your marketing material, quoting templates and anything else your team needs – all at your fingertips, any time you need them.

With the Document Repository, your marketing team or sales manager (anyone who is a Base Admin or manager) can add new Documents so they are accessible for the entire team. After a Document is in your Repository, anyone can add that Document to a Lead, Contact or Deal.

Let the dragging and dropping begin!

You can access your Document Repository any time by clicking on the gears in the top right corner and selecting Document Repository. From there, start dragging and dropping your Documents into your Document Repo. Any time you want to add a file from your Repository to a Deal, Contact or Lead just click the “+” to add a Document and select “Select from Repository.” Select the Document you’re looking for and click Attach. It’s super easy.

drag and drop files to repo in Base

Start building your Repository for your team

The Document Repository is available today on the Professional or Enterprise plans. Whether you’re new to Base or need to upgrade to test drive the Document Repo, there’s a 14-day free trial to let you explore this and other Base features.
What kinds of documents does your team share? Let us know in the comments.

  • David Chism

    This is a step in the right direction. But I’m not sure how it saves me much time at the moment. I can add files to contacts…and when I want to view a file, I have to download it to my desktop. It is almost easy to use Google Drive or Dropbox because I can view right there.

    Can you guys make it so the files can be viewed without downloading? That would be great. avoiding the uploading and downloading would be great.

    • Josh_Bean

      Thanks for checking out our update David. Online viewing is definitely a nice feature and something we hope to add in the future.

      To help this become a feature, I’ve also added the suggestion to our idea board and added a few votes to jumpstart the progress. You can vote for this suggestion here:

      • Daniel Schmid

        I have to second makes only sense when you have quick inline view. Always downloading a document just to delete it after viewing from the local download folder…is some how not handy.