FILE > Where are files stored on Tallyfy?

When you upload a file to a step, task, form, or comment, it will be stored on Tallyfy. We store all files in a highly secure Amazon S3 bucket. All PDFs, documents, images, screenshots, and audio and video files uploaded to a step, task, or comment count towards your plan's storage limit. 

The default/physical storage location for both files and data (which goes into our database) is the US West - at the AWS data center in Oregon. More about IT and compliance is at https://tallyfy.com/legal/compliance-security/

Please Note: 

• URL links shared via apps like Box, Dropbox, Google Drive, or OneDrive do not count towards your file storage limit.
• If your organization reaches the limit, we'll let you know!
• For more space, you can delete your files or upgrade your plan.
• The ability to BYO storage is coming soon**
• For IT, compliance, and security-related information on storage please see: https://tallyfy.com/legal/compliance-security/
• There are various export features available on various plans. Contact us to learn more!

Our recommendation - use your existing DMS or file-sharing platform

Since Tallyfy is not a dedicated file-storage and file-syncing tool, we suggest using your existing filesystem on the cloud to handle file sharing, permissions, etc. (such as Dropbox, Box, Google Drive, Sharepoint, Sharefile, etc.)

• For requesting files - you can usually creating a unique “file request link” in most DMS systems - which allows someone to upload files directly into your DMS. Tallyfy never sees them. Either an embedded widget (use HTML to paste it in) or a link can work - you generate it once, then you can pass it around the process as a variable.
• For other cases - your task description can define where you want the file uploaded into your DMS e.g. the folder/path, and then the user would upload something there, grab the link - then paste the link to the file in a Tallyfy small-text field. We would then simply store the link to the file, not the file itself.

Simply add the URLs/links to Tallyfy steps, tasks, forms, or comments. This way you simply link to files on your existing file-sharing service, rather than actually storing those files on Tallyfy. This ensures that single-use files don't clog up your storage plan!