Manage your files

The Files section allows you to store, organize, and share documents securely with your coachees. You can easily upload files, create folders, and manage sharing permissions — all in one place.

 Pro Tip 

Switch between Grid View and List View by clicking the icons below the + Files button on the top-right corner for easier file management.

 

  

 Upload a New File

1. Go to the Files tab in your left-hand menu.
2. Click the + Files button on the top-right corner.
3. Choose one of the following options:
   • Upload File: Select and upload a document directly from your device.
   • Add Link: Paste a URL to a cloud-based file stored in Google Drive, OneDrive, Dropbox, or similar platforms — perfect for large files that don’t need local storage.
4. Set your File Permission:
   • Private: Visible only to you.
   • Shared: Choose specific coachees you want to share the file with.
5. Click Submit to finalize your upload.

If the file is shared, the recipient will receive an automatic email notification letting them know a new file is available.

 

 Create a Folder

Organize your files for better accessibility and structure.

1. Click the + Files button
2. Select Create Folder.
3. Name your folder and click Create.
4. You can now:
   • Drag and drop existing files into the folder.
   • Upload new files directly into the folder:
     • Open the folder.
     • Click Upload File.
     • Choose files from your device.
     • Set permission (Private or Shared).
     • Click Submit.

Use folders to categorize your files by coachee, program, project, or document type, keeping your workspace clean and easy to navigate.

 

 Supported File Types

Maximum File Size: 25MB per file

 

 Storage Capacity Guidelines

The Coach storage capacity is 2GB