Whenever a user attaches a file to an event message, that file is automatically added to the Workspace’s file library.
These files can be previewed, downloaded, and, in some cases, edited directly from the file library. Hovering over a file will cause the triple-dot icon to appear, and clicking on this icon allows you to rename, delete, or share the file.
Files in libraries support some bulk actions. To take a bulk action on a group of files (e.g., to delete more than one file at a time), click the checkbox to the left of the file name for each file you would like to select, then perform the action you want to take on the files as normal.
File libraries support organization into folders and sub-folders. To create a new folder, click the “New Folder” button and specify a name for the folder. You can navigate between folder levels using the folder breadcrumbs that appears whenever you are viewing a folder’s contents.
To add files directly to a file library, click the “Upload Files” button and select the files you want to attach from your computer. To create a brand new file (e.g., a new Microsoft Word document), click the “New File” button and select the type of file you would like to create. You will be asked to provide a name for the file. When the file is created, you will be immediately taken to the preview page for that file.
To view a file’s preview, or to edit files (for file types supporting online editing), click the file’s name.