Files

Overview

Video walkthrough · 1:07Share files with your teamFolders, uploads, and who is allowed to open them

Walkthrough of “Overview”

Files is a centralized document storage system where you can upload, organize, and share documents with your team. Supported file types include PDF, Word (.doc, .docx), and Excel (.xls, .xlsx) files.

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Uploading Files

Video walkthrough · 0:37Put a file in the file cabinetUploading, and where the file lands

Walkthrough of “Uploading Files”

Who can do thisOwnerAdmin

1. Navigate to the Files page.
2. Click the Upload button in the top right corner.
3. Select the file(s) you want to upload.
4. Files will begin uploading and appear at the top of the list with a progress bar.

Note: If an upload fails, click the retry icon next to the file to try again.

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Creating Folders

Who can do thisOwnerAdmin

Folders help you organize your files into a hierarchy.

1. Navigate to the Files page.
2. Click the New Folder button.
3. Enter a name for the folder.
4. Click Save.

Note: When you create a folder or upload a file, it will be added to the folder you are currently viewing.

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Navigating Folders

Using the Breadcrumb Trail

A breadcrumb trail at the top of the page shows your current location in the folder hierarchy. Click on any breadcrumb to navigate back to that folder.

Opening a Folder

1. Click on a folder in the list to open it.
2. The breadcrumb trail will update to show your current location.

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Searching and Filtering

Searching for Files

1. Use the search bar at the top of the file list.
2. Enter the name of the file or folder you’re looking for.
3. Results will filter as you type.

Filtering by User

1. Click on the Created By dropdown in the table header.
2. Select one or more users to filter by.
3. The list will show only files created by the selected users.

Sorting Files

Click on a column header to sort by that column:

• Name: Sort alphabetically
• Size: Sort by file size
• Created: Sort by creation date

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Managing Files

Editing a File Name

Who can do thisOwnerAdmin

1. Click on the dots (…) next to the file.
2. Click Edit.
3. Update the file name.
4. Click Save.

Downloading a File

1. Click on the dots (…) next to the file.
2. Click Download.
3. The file will open in a new window or download to your device.

Deleting a File

Who can do thisOwnerAdmin

1. Click on the dots (…) next to the file.
2. Click Delete.
3. Confirm the deletion when prompted.

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Managing Folders

Editing a Folder Name

Who can do thisOwnerAdmin

1. Click on the dots (…) next to the folder.
2. Click Edit.
3. Update the folder name.
4. Click Save.

Deleting a Folder

Who can do thisOwnerAdmin

1. Click on the dots (…) next to the folder.
2. Click Delete.
3. Choose whether to delete nested files within the folder.
4. Confirm the deletion when prompted.

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Moving Files and Folders

You can drag and drop files and folders to reorganize them.

Moving to a Folder

1. Click and drag a file or folder.
2. Drop it onto another folder in the list.
3. The item will be moved into that folder.

Moving Up the Hierarchy

1. Click and drag a file or folder.
2. Drop it onto a breadcrumb at the top of the page.
3. The item will be moved to that location in the hierarchy.

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Sharing Files

Who can do thisOwnerAdmin

Control who can see and interact with your files by sharing them with specific users, teams, or roles.

How File Access Works

• Team Access: If a file is shared with a team, all users on that team and any of its sub-teams will have access.
• User Access: If a file is shared directly with a user, that user will have access.
• Role Access: If a file is shared with a role, all users assigned that role will have access.

Sharing a File

1. Click on the dots (…) next to the file you want to share.
2. Click Share.
3. Choose the segment you want to share with: Teams, Users, or Roles.
4. Click the Add button.
5. Select the specific teams, users, or roles.
6. Click Save.

Removing Access

1. Click on the dots (…) next to the file.
2. Click Share.
3. Find the user, team, or role you want to remove.
4. Click the remove button next to their name.

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Viewing Files

Owners and admins can view all files in the organization. Other users can only view files that have been shared with them.

When a file is shared with a user, they will receive a notification and be able to view the file in the Files page.