Save it once, save it a hundred times, each save becomes a recoverable version, with no expiry date and no count cap. Roll back to last Tuesday's draft of a contract, or compare two versions side by side three years apart.
Formal approval requests with deadlines, notes to approvers, and a download-permission switch. Pending, approved, declined: the decision lives on the file itself and shows up in your Notifications Central.
Proposal_Optiwork.docxDocument · docx
Approvals
APPROVAL REQUEST
Due May 22, 2026
Allow download
Danieldaniel@optidata.com
Pending
Governance
Governance from the first save
Granular permissions at the folder, group, and user level, plus important-file monitoring that notifies you the moment someone opens, edits, shares, or downloads.
Alan Morganalanmorgan@opdmail.comPermissions
ALLOWED ACTIONS
Download content
Update content
Share via link
Audit
An audit trail you can hand to an auditor
Who did what, when, from which IP and which device, for every action on every file. See which share links went public, what was locked, unlocked, or deleted. Search it, filter it, export the PDF your auditor asked for.
Audit
Date and hourFri, 22 May 2026 16:47:05 GMT
PersonAna Silva
ActionCreated share link
ModuleDrive
TypeDrive: Files
Nameq3_forecast.xlsx
IP10.16.1.106
DeviceChrome on Mac 10.15.7
Additional informationNo additional information available
And the rest of the Drive
Smart trash, 30-day window
Deleted by accident? One-click restore inside any folder, just toggle "Show deleted items" to see what's still recoverable. Permanent delete needs a second, deliberate action. (Versions of existing files are kept forever, see Versioning above. The 30-day window is only for files you actively deleted.)
Files connected to customers and projects
Link any file to a contact, a project in execution, or an approval workflow. The proposal, the signed agreement, the contract draft, all attached to where they belong.
Optiwork AI, native to the Drive
Generate documents, notes, and images directly inside the Drive. Output saves into the folder you're standing in, with the same permissions and audit log applied, never running outside your information architecture.
What's inside
Everything your Drive can do
Pick a capability area to see the controls, behaviors, and integrations it ships with.
Stays organizedas the team doubles
Company folders with admin-controlled roots, group permissions, and views that let your team find what they need, even after the headcount doubles.
Includes
Admin-locked root folder structure
Favorites and tags for one-click access
Shared with me and Shared by me views
30-day soft-delete with inline recovery
Admin-controlled root folders Favorites and tag filtering Shared with / Shared by views 30-day smart recovery
Upload from anywhere,desktop, phone, drag-drop, QR
Drag-and-drop, paste from clipboard, QR-scan from mobile, or folder upload that preserves your nested structure, all without breaking the audit trail.
Includes
Drag-and-drop and clipboard paste
QR-code upload from mobile
Folder upload preserving nesting
Move, duplicate, copy, rename
QR upload from your phone Folder upload preserves structure Move, duplicate, copy Inline show-deleted filter
Saves become versions,with no expiry date
Roll back three years, compare two versions side by side, or restore last Tuesday's draft in one click. Retention is configurable when you need it; unlimited by default.
Includes
Unlimited version history, kept by default
Versioning tab on every file
Compare versions side by side
One-click restore of any version
Unlimited version history Side-by-side compare One-click restore Who saved each version
Share with control,pull access back in one click
View, Edit, or Manage internally. Password-protected links, email confirmation, and download or upload toggles externally. Every external action logged on the file.
Includes
Three internal permission levels: View, Edit, Manage
Formal sign-offs with deadlines, multi-approver routing, and a permanent decision log on every file. Reject with justification, and the audit trail keeps every state change.
Includes
Deadline-bound approval requests
Multiple approvers per file
Reject with justification on the file
Pending, Approved, Declined states logged
Deadline-bound requests Multi-approver routing Rejection with justification Notifications Central tracking
A trail for every actionon every file
Important-file monitoring, full audit trail per file, and workspace-level retention policies. Exportable for any auditor, finance review, or compliance check.
Includes
Important-file monitoring with notifications
Audit trail: user, timestamp, IP, action
Exportable to CSV or PDF
Workspace-level retention policy
Important-file alerts Full audit trail per file CSV / PDF export Retention policy controls
Encrypted, audited,ISO 27001-ready out of the box
Two-factor authentication, encryption in transit and at rest, ISO 27001-ready infrastructure, and SAML SSO on Enterprise, for workloads that have to clear an audit.
Includes
2FA with Optiwork Mobile or authenticator apps
Encrypted in transit and at rest
ISO 27001-ready infrastructure
SAML SSO available on Enterprise plans
Two-factor authentication Encrypted in transit and at rest ISO 27001-ready SAML SSO (Enterprise)
AI that runs inside your folders,with your permissions
Generate text and images directly into governed folders, with the folder's permissions and audit log applied. Preview 200+ formats, edit Office files natively, work from any device.
Includes
Optiwork AI generates into the current folder
Permissions and audit log apply to AI output
200+ formats with native .docx / .xlsx / .pptx editing
iOS and Android apps with full upload and sharing
AI in governed folders 200+ formats preview Native Office editing iOS and Android apps
A Drive that lives inside the workspace your team already uses
Optiwork Drive isn't a storage product on the side. It's the file side of the same workspace where you chat, run projects, and track contacts, with no second login and no second permissions tree to maintain.
Chat × Drive
Shared in chat is the file in the Drive
Not a copy passed around. The same file, with one history everyone sees.
Brand-Assets-2026.pdfpdf · 4.2 MB
Service-Agreement.docxdocx · 86 kB
2:11 PM
Type your message
Optiwork Drive
Optiwork Call link
Document
Image and video
Audio
My folders Favorites
›Company
Search
NAMESIZELAST MODIFIED
Service-Agreement.docx86 kBApr 27, 2026
Brand-Assets-2026.pdf4.2 MBMay 20, 2026
AI × Drive
Write and illustrate without leaving
Generate text and visuals in the same place you plan, write and ship the work.
AddOptiwork AI
Name Size
AI_Prompting_Guide.docx12 kB
Archive—
AI Knowledge Base—
Tasks—
Q4_Roadmap.xlsx28.8 kB
Onboarding_Guide.docx35.6 kB
Create textCreate image
Type here
Ask AI
AI_Prompting_Guide.docx×
Contacts × Drive
Linked to a contact, open from both sides
A contract tied to a customer shows on the contact record and on the file alike.
Add
Name Size
Archive—
Documentation—
Q4_Reports—
Commercial_Proposal.pdfNNova Labs2.4 MB
Service_Agreement.docx86 kB
Share
Send
Download
Rename
Link with contacts
Tags
Move to trash
Link Contacts
Item information
Commercial_Proposal.pdf2.4 MB · 3/13/2026
Link contacts
Select contacts to link
NNova Labsops@novalabs.com
Linked contacts Filter
No contacts linked yet
NNova Labsops@novalabs.comNew
Governance, everywhere
Same rules, every surface the file shows up on
Permissions, audit trail, and version history follow the file across every surface.
ChatProjectsContacts
report.pdfgoverned everywhere
PermissionsAudit trailVersions
One workspace, one audit log, no second tool to maintain
Wherever your files live today
Our team handles the migration end-to-end. Your files are in Optiwork before your first user logs in.
Companies that grow need to structure how work happens.
Watch testimonial
Organized processes and internal communication in a single environment.
Watch testimonial
Centralization of information, access control, and autonomy for teams.
Frequently asked
How long is version history kept?
Versions are kept indefinitely, with no 30-day cap, no count limit, and no auto-purge. Open any file's Information panel, switch to the Versioning tab, and you'll see every save, who made it, and when. Retention is configurable at the workspace level for organizations that need scheduled purge. (The 30-day window you see elsewhere on this page is for files you actively deleted, smart trash, which is a separate thing.)
What does the audit trail actually capture?
Open, edit, share, download, rename, move, duplicate, copy, delete, restore, permission change, approval state change, for every file. Each entry records the user, timestamp, IP, and device. Filter by user, by file, by action type, or by date range. Export to PDF or CSV.
Can I see who opened the PDF I sent to a supplier?
Yes. External shares with email confirmation log every open, with the recipient's email, timestamp, and IP, on the file's audit trail. If you turn off Allow Download, you also see opens with no download.
Can we control exactly what external recipients can do?
Yes. Every external share lets you toggle Allow Download, require email confirmation before access, and protect the link with a password. For folders, you can also toggle Allow Upload. Every external action is logged on the file, and you can stop sharing in one click.
What permission levels can we set for internal sharing?
Three levels: View only (read access), Edit (read and write, plus upload), and Manage (full access including delete). Set at the folder level and inherit downward, or override per sub-folder.
Where does Optiwork AI work, and where doesn't it?
AI runs only inside company-managed folders, with the folder's permissions and audit log applied. It cannot generate content in personal scratch folders or outside the governed workspace. This keeps generated content auditable and bound to your information architecture.
How does two-factor authentication work?
Two options: the Optiwork Mobile app (push approval at login) or any standard authenticator app, including Google Authenticator, 1Password, and Authy. Configurable per user under Security in the account menu.
How do we upload large folders or migrate at scale?
Standard upload supports drag and drop, system selector, copy-paste, and folder upload. For very large transfers, your Customer Success analyst plans a server-side migration that preserves structure, permissions, and version history wherever the source system allows.
Will our existing files still work?
Yes. .docx, .xlsx, .pptx, .pdf, and 200+ other formats render natively in preview and open in our collaborative editor for inline editing. Office files round-trip without loss.
Is the data safe? Where does it live?
Files are encrypted in transit and at rest. Infrastructure is ISO 27001-ready and hosted in [region]. Enterprise plans add dedicated infrastructure, SAML SSO, scheduled retention purges, and granular residency choices. Your data is exportable, in standard formats, at any time.
How does the trial work?
14 days, full access, every feature unlocked. No credit card. Migration help is included during the trial, so you can move a pilot team before deciding.
Your contracts, approvals, and audit-ready files deserve a Drive built for them
Start with a 14-day trial of the full product. Move a pilot team during the trial, with our migration help, and see the audit trail you've been missing.
Companies that grow need to structure how work happens.