Files can be uploaded to workflows in different ways. The first being within the files tab itself. When navigating to the files tab the side pannel allows for users with the correct permissions to upload documents to the workflow. These can be in specific folders or in the ‘Root‘ directory.
Files can also be uploaded from within the comment box. Users can click on the ‘Paperclip’ icon to select the file they would like to upload and add a message within the comment box. By default, comment uploads are saved to the ‘Root‘ directory.
When navigating to the files tab the default page will be the ‘Root‘ of the file system. This page will display any folders configured for this workflow alongside any files uploaded to the ‘Root‘. Folders can be navigated to by clicking on the folder tile itself.
To edit or move files, navigate to the file and click on the ‘i‘ to reveal the more info and options for the file within the side panel. From here you can quickly ‘Download‘, ‘Edit‘, or ‘Delete‘ the file. Clicking on the ‘Edit’ button opens the file information in the side panel.
Here you can update the ‘Name’ of the file, add a ‘Description‘, move the file to a new ‘Folder’ or add ‘Tags’ to the file.
Default tabs can be configured by admins or new tags can be created by typing in the box and clicking ‘Create’. Once updates have been made, click on the ‘Confirm’ button to save your changes. You can find out more about creating default tags using the guidance link below.
