Upload, organize and find files

Who can use this: Users with Files access; storage administrators for academy policy.

Before you start

Choose the intended library. File access depends on the library and any linked source record, not simply possession of a URL.

Upload, organize and find files

  1. Choose the library you can use.
  2. Create a folder or select the destination folder.
  3. Upload the permitted file and wait for its accepted state.
  4. Use filename search, sort, type and date filters to find it.
  5. Use offered move or copy actions for organization.

What happens next

The accepted file is stored in the selected permitted library.

Troubleshooting

An upload can be limited by the academy pool, your personal cap, file policy or processing state. Copying into another library is a separate access and storage operation.