You have four different ways to add files (documents) to an item: in the updates section, in the Info Boxes, in the status box and in the file column.
Open up any item and inside you will see the Updates section as below:
- Step 2
Select Add files
- Step 3
Select the file you would like to upload from either your computer, your Google Drive, your Dropbox or from Box.com.
- How to delete or edit a file?
In case you made a mistake and would like to delete and/or edit the post, please select the arrow on the right of the update and select Delete Post or Edit Post to change the image inside the post.
Another way to add files to your items is through an area called Info Boxes:
- Add a file into the Info Box:
- Select Add file
- Upload your file
To delete this file, please select the small arrow on the left of the file name to expand the file, and you have the option to delete it just underneath:
If you'd like to add an attachment to a status box on the board, please do the following:
1. Click the + sign that appears on the right hand corner of any status
2. Click on Add attachments and you'll see a drop down menu
3. Add the attachment and you can see it at a glance if you scroll over it.
The snapshot of your status will also appear inside the pulse as seen below
The file column
The file column allows you to add files within your board. To learn more about this column, check out this article right here.
Simply click inside the cell and add your file. You can add files from your desktop, Google Drive, Dropbox or Box.com.
Once your file added, it will look like this:
The file view
You can view and access all the files stored in your board in the Files View.
- Step 1
Open the Views Center section, just next to the board's Activity Log:
- Step 2
When you open the Boards Views, select the Files View:
- Step 3
A Files view will open up, showing you all the files that have been uploaded to that board:
You can choose to view your files as a List:
Currently anyone that has access to your board will be able to download the files or edit them. If you would like your files to remain restricted, you can add them in the file column. Once added, you can set up board permissions allowing only owners of the boards to edit the board. Check out this article to learn more about it.
500mb is the maximum file size in each pulse. If you're finding that files you'd like to upload are bigger than that, you can create a zip file and upload that instead or upload from Google Drive, Dropbox or Box.com.
We currently do not support HTML files. The best way to handle this would be to zip it and then upload it.
If you and your team plan on making lots of edits on your file, you might want to consider copy and pasting a link from either Dropbox, Google Drive, or Box so this way you won't have to continuously re-upload the latest version of your document.
If you have any questions further questions, please feel free to reach out to our customer success team right here. We are available 24/7 and happy to assist :)
Admins of the account are now able to enable or disable link previews in your Updates section. You can read how to do it in this article :)