Mange your files

 The Files section is your company library. Use it to store documents, images, videos, audio files and links, and share them with your coaches, coachees, coachee groups, authorized users and organizations. To open it, click Files in the left menu.

 

  Your Files page

• Company files: the files, links and folders your company has added.
• Shared with us: files, links and folders that others have shared with your company.
• Storage: the bar under the page title shows how much of your company's 2 GB storage has been used.

 

 Upload files

1. Click + New in the top-right corner, then Upload files.
2. Under Put them in, choose a folder, or leave All files (no folder).
3. Under Who can see them, choose Shared or Private — only you.
4. Optional: under Share with, choose Coaches, Coachees, Coachee groups, Authorized users or Organizations, and select who to share with. You can also share later.
5. Drag your files into the upload box, or click choose files.
6. Click Upload.

If a file type is not supported, the panel shows an error and lists the file types you can upload.

 

 Add a link

Use links for large or frequently updated files you keep on Google Drive, OneDrive, Dropbox or a similar service. Links do not use your storage.

1. Click + New, then Add a link.
2. Enter a Title and the Web address. Use the full address, starting with https://
3. Optional: add a Description.
4. Click Add link.

New links are not shared with anyone. To share a link, use Share from its menu (see Share a file or folder).

 

 Create folders

1. On the main Company files page, click + New, then New folder.
2. Enter a Folder name and click Create.

To add files to a folder, choose the folder under Put them in when you upload, or move existing files with Move to… (see Move files).

Tip: organize folders by program, organization, cohort or document type.

To rename, share or delete a folder, click the ⋮ menu on the folder.

 

 Find your files

• Search: type part of a file name in the search box.
• Filter by type: All, Documents, Images, Video, Audio or Links.
• Sort: Newest first, Oldest first, Name (A-Z), Name (Z-A), Largest first or Smallest first.
• Grid or list view: use the two icons on the right of the search bar. List view shows each file's owner, who it is shared with, its size and when it was added.

 

 Open a file

Click a file to open it. Images and videos open in a preview window, with a Download button. Other file types download to your device. Links open the web page in a new tab.

 

 File and folder actions

Click the ⋮ menu on a file to see its actions:

• Download (or Open link for links)
• Share
• Edit details
• Move to…
• Delete

 

 Share a file or folder

1. Click the ⋮ menu on the file or folder, then Share.
2. Choose who to share with: Coaches, Coachees, Coachee groups, Authorized users or Organizations.
3. Search by name or email, and tick the people or groups you want. You can select from more than one list before sharing. Click Load more to see more names.
4. Click Share.

People with access lists everyone who can see the item. Click Remove next to a name to stop sharing with that person.

When you share a folder, people can open the folder and the shared files in it. Private files in the folder stay private.

A private file cannot be shared. To share it, first set it to Shared in Edit details.

Each file card shows who it is shared with, Not shared yet, or Private.

People you share with can view and download the item. They cannot edit, re-share or delete it.

 

  Who can see and share company files

What you can see and who you can share with depends on your user type.

• Super Admin and Admin: can see all files and folders uploaded by any authorized user, including files marked Private. You do not need to share files with them.
• Local Admin: can share files and folders with Local Admins and Program Sponsors from the same organization, and with Program Sponsors from the main company.
• Program Sponsor: can share files and folders with Local Admins and Program Sponsors from the same organization, and with Program Sponsors from the main company.

Private means a file is not shared with anyone. Super Admins and Admins can still see it.

 

 Edit file details

1. Click the ⋮ menu on the file, then Edit details.
2. Change the Title or Description, or switch Who can see it between Shared and Private — only you.
3. Click Save.

Making a file private removes access for everyone it was shared with.

 

 Move files

1. Click the ⋮ menu on the file, then Move to….
2. Choose a folder, or All files (no folder) to move it out of a folder.
3. Click Move.

 

 Work with several files at once

Tick the checkbox on each file you want, or use Select all files on this page. A bar appears at the top with Share, Move to, Delete and Cancel.

 

 Delete a file or folder

1. Click the ⋮ menu on the file or folder, then Delete.
2. Click Delete to confirm.

A deleted file is removed for everyone it was shared with. This cannot be undone.

 

 Supported file types

• Documents: PDF, DOC, DOCX
• Spreadsheets: CSV, XLS, XLSX
• Presentations: PPT, PPTX
• Images: JPG, JPEG, PNG
• Video: MP4
• Audio: MP3

 

 Limits

• Each file can be up to 25 MB.
• Each company account has 2 GB of storage.
• To save space, add large files as links instead of uploading them.