Files in the Library
The Library allows you to upload files of any type so your team can access them from one central location. Files can be tagged to make them easier to find, and any team member with access to the folder can download them.
Uploading a File
You must be an Administrator or have the Library.FileUploader permission to upload files.
- Select the folder you want to upload the file to by clicking it in the sidebar.
- Click the Upload File button in the Create New section at the bottom of the sidebar.
- In the upload dialog, either:
- Drag and drop your file onto the upload area, or
- Click the upload area to browse and select a file from your computer.
- Optionally add tags to the file to help with filtering and discovery.
- Click Upload.
You can add multiple files in a single upload session.
Supported File Types
All file types are supported. The Library automatically assigns an appropriate icon based on the file extension:
| File Type | Examples |
|---|---|
| Word document | .doc, .docx, .odt |
| Spreadsheet | .xls, .xlsx, .ods |
| Presentation | .ppt, .pptx, .odp |
| Image | .jpg, .png, .gif, .bmp, .svg, .webp |
| Video | .mp4, .avi, .mov, .mkv, .wmv |
| Audio | .mp3, .wav, .ogg, .flac, .aac |
| Archive | .zip, .rar, .7z, .tar, .gz |
| Text / Markdown | .txt, .md, .log |
| Code | .html, .css, .js, .json, .xml, .cs, .py |
| Other | Generic file icon |
Downloading a File
Click the Download File button on the right-hand side of any file item. The download button is always visible to any team member with access to the folder, regardless of whether they have Edit or View permission.
File Details
Click the arrow icon on a file item to expand it and see the details of all files attached to that library item, including who uploaded each file and when.
File Tags
Tags can be added to files to help your team find them using the Tags filter in the sidebar.
To edit the tags on a file:
- Click the Actions button on the file item.
- Select Edit Tags.
- Add or remove tags as needed.
- Click Save.
The Actions button is visible to users with Edit permission on the folder, as well as to the user who originally uploaded the file (even if they only have View folder permission).
File Actions
Users with Edit permission on the folder will see an Actions button next to the file. Clicking it reveals the following options:
- Edit Tags — Add or remove tags on the file.
- Delete File — Permanently deletes the file. Only Administrators and the user who originally uploaded the file can delete it.
- Move to Folder — Moves the file to a different library folder. You must have Edit permission on both the source and destination folders.
- Remove From Library — Removes the file from the Library. The file is not deleted but will no longer appear in the Library.
- Archive — Moves the file to the Archived system folder. Only Administrators can archive files.
note
The Actions button is only visible to users with Edit permission on the folder. Users with View permission only see the Download File button.
note
Only Administrators and the user who originally uploaded the file can delete it. Other users with Edit folder permission cannot delete files they did not upload.