Files

The Files screen allows easy access to all files uploaded across the company, including custom firmware, space-level wiring diagrams, and any other assets users might choose to upload.

The settings cog in the top-right corner of the screen lets you customize the columns displayed. Make sure the columns that you want to be visible are checked in the Customize Columns list. Be aware when doing this, however, that your selection will be visible to all users.

Hovering over an item in the list will reveal an ellipsis (...) on the right, as shown in the image above (you may need to scroll to see it). Click the ellipsis to access functions that allow you to download, edit, or delete the file.

These options are also available on the File Information screen, which you can access by clicking on a file. This screen provides additional information about the file as well, such as the name of the space it’s associated with and a link to view the file in your browser.

Upload files

Files are uploaded to a specific space. Follow these steps to upload a file:

1. Navigate to Organization Overview in the left-hand menu.
2. In the Spaces section, select the space that contains the file.
3. In the dashboard, locate the Files widget. Here you will see all the files that have been uploaded for the selected space. Clicking a file opens the File Information screen.

4. Click Upload File, and drag and drop the file or browse to the file’s location and select it to upload it.
5. Fill in the remaining fields on the form. Only the File name field is required, but it’s a good idea to fill in the other fields as well.
6. When you add a file, it automatically populates the File name field with the name of the file, without spaces. You can edit this as you like; spaces are accepted here.
7. Click Add to add the file.

You can provide more details by editing the file’s information, as described in the following section.

Edit a file’s information

To edit a file’s information, follow these steps:

1. Use one of the following methods to access the Edit file screen:
   1. Navigate to Files in the left-hand menu, click the file to open the File Information screen, and click the Edit button.
   2. Navigate to Files in the left-hand menu, hover over the file, click the ellipsis, and select Edit File.
   3. Navigate to Organization Overview in the left-hand menu and select the space that contains the file. In the Files widget in the dashboard, click the file to open the File Information screen, and click the Edit button.
2. Make the desired changes on the Edit file screen and click Save.