Files
There is no “Files” screen. A file always hangs off the record it belongs to: the quote on the project, the screenshot on the task, the contract on the employee. schakl. stores those files itself and serves them through the API, so a file carries exactly the same protection as the record under it. A link to an attachment therefore does nothing for someone who is not signed in to your organisation. The one exception is your branding assets: the logo, favicon and app icon have to render on the login screen, so they are served without a login.
Where to find it
Section titled “Where to find it”| Where | What you upload there |
|---|---|
| Project page, Documenten (Documents) block | Quotes, deliverables, anything belonging to the project |
| Task page, Links & bijlagen (Links & attachments) block | Attachments on one task, such as a screenshot |
| Client page, Documenten panel | Contracts, briefs and anything belonging to the client itself |
| Descriptions and comments | Images in the middle of the text, see below |
| Client page, Logo field | The client’s own mark |
| Instellingen → Mijn account (Settings → My account) | Foto uploaden (Upload photo): your own profile picture |
| Instellingen → Huisstijl (Settings → Branding) | Your agency’s logo, favicon and app icon |
| Instellingen → Facturatie (Settings → Invoicing) | The background image of your document template |
| Mijn pagina (My page, from your profile menu) | Documents in the employee dossier |
schakl. also stores files without you doing anything: images inside the body of a received e-mail, and the PDF of a generated report.
Uploading and deleting
Section titled “Uploading and deleting”The Documenten block (and Links & bijlagen on a task) carries the Bestand uploaden (Upload file) button. Three ways end up in the same place: the button, dragging a file onto it, or pasting a screenshot with Ctrl+V (⌘V on a Mac) while the page is open. A pasted image is named with the date and time on your organisation’s clock. Several files at once works too. There is no separate save step: what you pick uploads immediately. A paste into a text field stays text; only an image becomes an upload.
Images show as thumbnails in the list, everything else by name and size. Each row carries a ⋯ menu with Verwijderen (Delete), which asks to confirm: “Dit bestand verwijderen? Dit kan niet ongedaan worden gemaakt.” (Delete this file? This cannot be undone.) On the task page, adding attachments is simply using the task: nothing has to be opened for editing first.
The Documenten panel sits on the client record beside the activity trail. While a client has no documents yet, the panel is folded into a ＋ in the strip of empty panels.
What the client sees
Section titled “What the client sees”Per attachment you decide whether a client with a portal login may see it: the eye on the row switches Tonen aan de klant (show to client) or Verbergen voor de klant (hide from client), and a visible file is marked Zichtbaar voor de klant. It is off by default, on tasks, projects and clients alike. A client therefore only sees the files you deliberately ticked, and then without an upload button or a delete. That holds for the list, the file itself and its thumbnail.
An image in the middle of a description or comment follows the text: whoever may read that text sees the image too. The eye is about attachments only.
Images in the text
Section titled “Images in the text”In a task or project description and in comments on a task, paste an image (or drag it in, or use the toolbar button) and it lands where your cursor is, inside the text, not among the attachments. Select the image and the toolbar offers a width: 25, 50, 75 or 100%, or Auto (its own size, never wider than the column). That width is kept as you chose it.
Viewing
Section titled “Viewing”Every image, attachment or picture in the text alike, opens in the same viewer over the page, never in a new tab. The arrows, a swipe or the thumbnail rail at the bottom move to the next image on that page. Zoom with the scroll wheel, a pinch or + and −; a double click toggles Passend op scherm (fit) and Ware grootte (actual size). Origineel openen (open original) and Downloaden stay available, and Escape closes only the viewer, not the dialog beneath it.
What may go in
Section titled “What may go in”The defaults are 10 MB per file, and only these types:
- images: PNG, JPEG, WebP, GIF, SVG and ICO
- plain text, Markdown and CSV
- ZIP
- Word, Excel and PowerPoint
What is missing is missing on purpose: video and audio are refused by default. When
an upload fails the screen says why: “Dit bestandstype is niet toegestaan” (This file type is
not allowed) or “Dit bestand is te groot” (This file is too large). Both limits are instance
settings (SCHAKL_UPLOAD_MAX_BYTES and SCHAKL_UPLOAD_ALLOWED_TYPES), so whoever runs the
server can widen them; there is no button for it inside the app.
Images open in the viewer and PDFs in a new tab; everything else downloads. SVG always downloads even though it is an image, and that is a deliberate security choice.
Permissions
Section titled “Permissions”| Permission | What it gives | Default |
|---|---|---|
files.file.write | Uploading and deleting attachments, setting their visibility to the client, and your own profile picture | Administrator and Member |
| none required | Opening a file belonging to your own organisation | Anyone signed in |
Reading needs no permission of its own, which does not mean everything is open to everyone. The record’s visibility decides: someone who may not see the task, project or client gets the same answer on the file as on the record itself, namely “not found”.
A few places carry their own permission instead of files.file.write:
- a client’s logo falls under
companies.company.write; - branding assets additionally require
settings.branding.write, and accept images only; - personnel documents need
hr.document.manageto add, and can only be opened by the employee themselves or by someone with dossier rights; - your profile picture is yours: nobody else can delete it.
Good to know
Section titled “Good to know”- The same file costs storage once. schakl. recognises identical content within your organisation. Attach the same PDF to ten tasks and it sits on disk once. That is why a signature image at the bottom of five hundred received e-mails is not kept five hundred times.
- Deleting does not free disk space immediately. The record goes at once, but the bytes are reclaimed by a nightly maintenance job, and only once nothing references them any more. No screen reports your storage usage.
- One record lists at most 200 attachments.
- Images that are part of an e-mail’s body belong to that text and therefore do not appear among the attachments. They render inside the message itself.
- Attachments live on your own installation, not at an external service; the task screen says so itself. With the Google Workspace or Microsoft 365 integration a client, project or task can also have its own Drive or OneDrive folder, in a separate panel.
- Through the API and MCP you can upload too: beside the ordinary upload there is a variant that sends the file as base64 inside JSON, so an AI client can hand over a screenshot. A thumbnail can be requested in three sizes; the original is never re-encoded.
- Whoever runs the installation chooses where the bytes live: a disk volume or S3-compatible object storage. Nothing changes for the people using the app. See File storage.