Finding files in a client record is faster, with better search and more ways to sort.
Search
Open Files on a client and use the search - it now returns results far more reliably than before.
Sort and filter
You can order files by:
Date uploaded - when the file was added to Marloo
Name
Each can be ordered ascending or descending.
Good to know
Hover over a file's date to see both the uploaded date and the effective date side by side.
In a group, Files shows every member's files, each attributed to the person it belongs to. Open an individual's profile and you'll only see their files.
Files uploaded on the group stay on the group. They do not appear on a member's profile. Upload on the person if you need the file on both.
You cannot move a file after upload. Download it and upload it again on the right profile.
Hover the icon on a group file to see which person it belongs to.
Linked Microsoft 365 folders follow the same rule. See Connecting Microsoft365 (SharePoint).