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The Files module provides centralized document storage and management for your organization. Upload, organize, and share files with members through groups and the main organization space.

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How to access

Sidebar → Files (in any group) Or: Main Group → Files tab

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Prerequisites

Files feature is enabled by default. To configure: Settings → Features → Files Module Settings

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File Storage Locations

Files can be stored in different locations:
LocationDescriptionAccess
Main GroupOrganization-wide filesAll members
Local CentersLocal center specific filesLocal members
Private GroupsGroup-specific filesGroup members only
User ProfilePersonal documentsUser and admins

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Uploading Files

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Manual Upload

1

Navigate to Files

Go to a group’s Files tab.
2

Click Upload

Click Upload File button.
3

Select files

Choose files from your device (multiple selection supported).
4

Confirm upload

Files are uploaded and processed automatically.

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Drag and Drop

  1. Open the Files section
  2. Drag files from your computer
  3. Drop them into the upload area
  4. Files upload automatically

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Supported File Types

  • Documents: PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX
  • Images: JPG, PNG, GIF, SVG
  • Videos: MP4, MOV, AVI
  • Other: ZIP, TXT, CSV
Maximum file size depends on your organization’s plan. Contact support for limits.

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Folder Organization

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Creating Folders

  1. Click Create Folder
  2. Enter folder name
  3. Save

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Folder Structure

Organize files with nested folders: 
Documents/
├── Policies/
│   ├── Code of Conduct.pdf
│   └── Privacy Policy.pdf
├── Templates/
│   ├── Letter Template.docx
│   └── Report Template.xlsx
└── Meeting Minutes/
    ├── 2024/
    └── 2023/

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Moving Files

  1. Select file(s)
  2. Click Move
  3. Choose destination folder
  4. Confirm

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File Management

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File Actions

For each file, you can:
ActionDescription
DownloadSave file to your device
PreviewView supported files in browser
EditUpdate file name or move
DeleteRemove file permanently
ShareGet shareable link

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Bulk Actions

Select multiple files to:
  • Download all as ZIP
  • Move to folder
  • Delete selected

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File Permissions

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Who Can Upload

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onlyAdminsCanUploadFiles
boolean
Restrict file uploads to group administrators only.

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File Visibility

Files inherit visibility from their location:
  • Main Group files - Visible to all members
  • Local Center files - Visible to local members
  • Private Group files - Visible to group members

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File Sharing

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Internal Sharing

Files are automatically accessible to members with appropriate group access.

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External Sharing

Generate shareable links for files:
  1. Click file options menu
  2. Select Share
  3. Copy the shareable link
  4. Link can be accessed without login (if enabled)
External sharing may expose files publicly. Use carefully for sensitive documents.

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Storage Management

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Viewing Storage Usage

Settings → Organization → Storage Shows:
  • Total storage used
  • Storage by file type
  • Largest files

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Managing Storage

To free up space:
  1. Delete unused files
  2. Remove duplicate files
  3. Archive old files externally
  4. Compress large files before upload

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Integration with Other Features

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Discussions

Attach files to discussion posts:
  1. Create or reply to a post
  2. Click attachment icon
  3. Upload or select existing file
  4. File is linked to the post

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Events

Attach files to events:
  • Event materials
  • Agendas
  • Presentations
  • Resources

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Issues

Attach files to issues/tasks:
  • Screenshots
  • Documents
  • Reference materials

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Best Practices

Name files clearly so members can identify content without opening.
Create a logical folder structure. Don’t put everything in the root.
Include version numbers or dates in filenames for documents that change.
Periodically review and remove outdated files.
Sensitive documents should be in restricted groups, not the main group.

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Troubleshooting

Check file size limits. Try a different browser. Ensure stable internet connection.
Verify you have access to the group. Check if you’re in the correct folder.
Try right-clicking and “Save Link As”. Check popup blockers.
Not all file types support preview. Download the file to view locally.