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Documents

The brief, the notes and the decisions — next to the work.

Every client comes with knowledge that isn't a task: the brief, the tone of voice, the reason you stopped doing it the other way. Flowcove keeps that as documents inside the same workspace as the work, so it's still there in six months.

  • Notion-like documents
  • Organized per client
  • Share by private link
  • Read-only, no account needed
  • Revoke a link any time
  • Lives beside the task board
Attach files

One place, not five

The brief in email, the brand notes in someone's Drive, the decision in a WhatsApp thread. Documents put that knowledge in the workspace where the work already is, so nobody has to remember which app it landed in.

Attached to the client it's about

Documents sit with the client record, alongside their tasks. When you pick a client's work back up, the context is right there rather than somewhere in your history.

Written the way you'd expect

A familiar document editor — write, structure and format without thinking about the tool. It's for the notes your team actually keeps, not a documentation system you have to maintain.

Still there when the person isn't

The point of writing it down is that it survives someone being on holiday, or leaving. Documents stay in the workspace with the rest of the client's work.

Send one out without an account

A share link is a secret URL for one document: no login, read-only, and you can revoke it. Anyone who has the link can read that document.

A share link is a secret URL for one document, readable by anyone it gets forwarded to, and it isn't tied to a person. The portal is standing access for a named contact — it covers their whole board rather than a single file, and you revoke it per person. Use a link to send one brief. If you want a client to have standing access to their whole board rather than one file, that's the portal.