Uploading a file

1. On the Dashboard click on the Files Module
2. Click the Upload file button on the top, righthand side
3. Click on the add files or drop them here button
4. You can either click the button for it to open your files or you can drag files into the box
5. Press Start Upload
6. A blue bar will start processing - do not close this box whilst a file is processing or it will cancel the upload.

Please Note - If you would like to upload a file into a folder, you need to click into the folder and press upload from there.

Adding a folder

1. On the Dashboard click on the Files Module
2. Click the Add folder button on the top, righthand side
3. Fill in the folder name
4. Click create

Moving a file

Deleting a file

There are two ways to delete a file

1. Click the three dots on the righthand side of the file name
2. Click delete

1. Tick the box on the left hand side of the file (you can tick multiples)
2. Click Delete items on the top left hand side side

Once a file is deleted it goes into the Recycle Bin on the left hand side of the page, from here you can reinstate a file or delete permanently.

Finding a file

1. On the Dashboard click on the Files Module
2. Click the funnel button on the top bar with the other buttons
3. There are 4 ways to search for a file but we are going to focus on name
4. Input the file name in the Name box
5. Press Apply filter

Hints and Tips

• Try to keep organised with your files - always create folders for different things such  as policies, images etc and make sure you upload files to the correct folder.  You'll find it easier to locate things if you remember to do this.
• If you would like to upload a file into a folder, you need to click into the folder and press upload from there.
• When using the filter button to search for files, it will remain enabled until you reset it.  You will see a red icon on the filter button showing that it is still enabled.  If you click the filter button the click reset this will then remove the filter.
• The filter is a good way to search for files, particularly if you have a lot of files and folders.