View and upload files

To add a new file to the Uploaded Files grid:

1. Go to Site, Files, Files.

2. Select Choose File, then locate the file to upload. Ensure the name of your file follows these guidelines:

   • Including all file extensions, there can only be one period in a file's name. For example, filename.csv.zip is not allowed.

   • File names can contain only lower- and upper-case letters, numbers, hyphen (-), underscore (_), and spaces

3. Select Upload New File.

Tip: To update a system file, upload a new file and delete the old file.

To share files with in emails, banner messages, questions, and other places throughout your system:

1. Go to Site, Files, Files.

2. In the Status column, make sure that the file is Public. If the status is Private, select Make Public in the Actions column.

   • Private: Site Administrators can download a file with its Download link

   • Public: Other administrators and non-administrators can access a file through a URL

3. In the Status column, select Copy Link.

4. Use this link when creating your question, communication, or description.

Note: Only system administrators can access Site, Files, Files.

1. Navigate to Site, Files, Files.

2. In the Actions column, select X.

3. In the confirmation message, select OK.

Tip: When you delete a file, check your system's questions and communications. You may need to remove old links.