Files and Folders

 For Coaches

 For Coachees

 For Enterprise Accounts and Coaching firms

 

The Files or File Attachments section allows Coach - Coachees and Admin (in Enterprise and Coaching Firms)  to upload, manage, and share resources securely. You can switch between Grid View and List View by clicking the respective icons located just below the "+ Files" button on the top-right corner.

 

File Sharing Permissions and Roles

• Coach ↔ Coachee: Both parties can upload and share files with each other.
• Enterprise Admin → Coaches: Admins can share training documents, templates, and resources with coaches across the organization.
• File Permissions:
  • Private: Only visible to the uploader.
  • Shared: Sent to and accessible by the selected recipient(s), with an email notification triggered.

 

How to Upload a New File

1. Navigate to the Files page from the left-hand menu.
2. Click the "+ Files" button in the top-right corner.
3. Choose one of two options:
   • Upload File: Attach a file from your device.
   • Add Link: Insert a link to a cloud-based file stored in Google Drive, OneDrive, Dropbox, or another platform. (Ideal for managing large files while conserving Coaching Loft storage capacity.)
4. Set your file permission: Private or Shared.
5. Click Submit to complete the upload.
   • If set to Shared, the file recipient will receive an automatic email notification.

 

How to Create a Folder

Organize your files more effectively by creating folders within the Files section.

1. Click the "+ Files" button and select Create Folder.
2. Enter a name for your new folder and click Create.
3. You can now:
   • Drag and drop files into the folder from the main file view.
   • Directly upload new files inside the folder:
     • Click on the folder to open it.
     • Click Upload File.
     • Select files from your PC.
     • Choose the file permission (Private or Shared).
     • Click Submit.

Folders help you structure your coaching materials, assessments, or shared resources by category, coachee, or engagement.

 

Supported File Types

Maximum File Size: 25MB per file

 

Storage Capacity Guidelines

The storage capacity available on Coaching Loft varies by account type and membership level: