Create File
Upload a new file — specify details, select recipients, and send files to specific departments or locations.
Uploading a New File
From the Files page, click + Create New File to open the file upload form. Add file details, specify recipients, and distribute files to teams.
Step 1 — File Information
Attachments*
Select the file(s) to upload. You can attach multiple files (PDF, images, documents, spreadsheets, etc.) — required.
File Name
Enter a descriptive file name (optional). If not provided, the system uses the original file name.
Description
Optional: Add notes about the file's purpose, contents, or context to help recipients understand its importance.
Step 2 — Recipients & Distribution
Recipient File*
Choose which department or location should receive this file (required).
Department
Select the department that owns or manages this file (optional).
Select All Recipients
Check this box to automatically send the file to all departments and team members.
Select Recipients (Manager)
Manually select specific team members or managers to receive the file.
Step 3 — Location Assignment
Choose work locations where this file should be accessible (optional). This is useful for location-specific documents or policies.
Save the File
Once all required fields are completed, click Create File to upload and distribute the file, or Cancel to discard the form.