The File Manager is where all your images, PDF's, audio clips or any other type of file are stored. To attach a file to a policy, it must first be uploaded to the File Manager. This can be done before you create the policy, or while you're creating it.

Your File Manager may be listed in the side menu (as File Manager or another name if you have renamed the module), or can be accessed from the Operations Manuals page, under the folder icon on the right hand side (Resource Library).

Any type of file can be uploaded into the file manager. If you have many very large files in one folder and use the thumbnail view, you may experience longer loading time than folders with less content.

To upload a file:

  1. Open the folder you want to upload the file in (or first create a new one if needed by either right clicking on the "Home" folder and clicking Create Folder, or by clicking the Create Folder icon)
  2. If you have no files added, there will a "No Files Yet" message with an Upload Files button. If there are files, the upload button is the on the top right hand next to the arrows.
  3. Click on of the upload buttons and select the file you want to upload. You can select multiple by holding down the control key while clicking (command key on an Apple computer). 
  4. Once uploaded, they will now display in the folder and be available to attach to policies.
To view the file details, like how many times it's been downloaded, when it was uploaded and who by, and it's version number, simply click the file and an information menu will display from the right side of the page. See this article for information on the file information menu. 
Admins can change the default view (list or grid/thumbnail) by clicking System Settings (under profile icon), then down to File Manager. The preferred view can be selected from the drop down menu.