Roles That Can Manage Files: Everyone

Share files with your clients in the "Files" tab, and find files that were automatically saved when shared in chat.

Table Of Contents

How To Access Files?
How To Upload Files?
How To Manage Files?
Clients And Organizations

How To Access Files?

To access files:

Select the "Files" tab on the left sidebar,
On the new page, you'll find folders for each of your client, created automatically when they create an account. Pick one,



In the folder, you'll see all the files shared with that client.

How To Upload Files?

To upload files:

Select the "Upload files" button in the top right corner,
In the pop-up window, enter the names of the clients you want to share files with or select clients from the drop-down list by ticking the boxes next to their names,
Then, select the "browse files" field or drag and drop your files into the field,
Select the "Upload" button in the bottom right corner of the pop-up window.



Alternatively, you can drag-and-drop your files directly to folders or within them.



All file formats are allowed. The only restriction is the file's weight, up to 1 GB.

How To Manage Files?

In the files tab, you can:

Copy the file's URL, by selecting the link icon,
Download the file, by selecting the download icon,
Preview the file, by selecting the ellipsis and choosing "Preview" from the drop-down menu,
View the file info, by selecting the ellipsis and choosing "File info" from the drop-down menu,
Delete the file, by selecting the ellipsis and choosing "Delete file" from the drop-down menu.



You can also:

Search the files, by entering the name of the file or its uploader in the search bar at the top right corner,
Change number of listed items, by selecting "10", "25", or "50" at the left bottom of the table,
Filter the items by selecting the "title", "size", or "upload date" at the top of the columns,
Switch between pages by selecting the arrows at the right bottom of the table.

Clients And Organizations

Client can also access their own Files tab, where they'll see everything shared with them until that point, including in-chat. They won't see folders of other clients, but they will see files of their organization's members. To learn more about organizations, read this aricle.

Updated on: 07/06/2024