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Knowledge Base
Learn about features, integrations, customizations and more.
Files
What are the different File Storage Options and Integrations Available in Wealthbox?
Who can see the files I upload to Wealthbox?
When I attach a file from an integrated file storage service, can other users on my Wealthbox account access my files?
What is Wealthbox Cloud Storage?
If I make changes to a file directly in an integrated cloud service, will this change the file in Wealthbox?
How do I upload files into Wealthbox?
Can I sort files by categories?