Skip to main content

​
Overview

Use Files to manage uploads and pages across your organization, units, and rooms. You can link existing folders, upload new documents, and create pages with the Doc Editor. You can attach a folder to a Files page or a Room. Linking keeps content in sync with the source location.
1

Open Files

From a workspace or room, open the Files page.
2

Choose folder

Select Link existing folder or Upload new documents.
3

Confirm

If linking, pick an organization or unit folder and confirm.
Notes:
  • Linked folders are read-only at the destination; manage changes at the source.
  • New folders created here inherit room/workspace context and are editable.

​
Upload and organize

  • Drag and drop to upload
  • Create folders for structure
  • Move, rename, and delete files
  • Create pages (Doc Editor) inside any folder

​
Permissions and sharing

Folder sharing controls access. Permissions inherit from parent folders.
  • Direct file sharing: grant view or edit on a single file
  • Folder inheritance: subfolders and files inherit parent access
  • Linked folder access: governed by the source folder’s sharing
If a collaborator can’t see a file, check the parent folder’s sharing and the room membership.

​
Use files in pages and reports

  • Insert images, videos, and files directly from the editor
  • Replace placeholders once files are available
  • Unused uploads are automatically cleaned up
See Doc Editor for inserting media and placeholders.