Adding and Managing Files in the Files Library Module

Guest and subscribed Client Connect users can view and manage all their files within the File Library Module. This feature provides access to all files available to them in the system, including those they have personally uploaded and those added by colleagues on assessments where they are listed as an owner or collaborator. From the File Library, users can upload additional files as well as download, delete, and edit tags for existing files.

This article covers the following topics: 

• Adding Files from the File Library 
• Managing Files from the File Library 
  • Downloading Files 
  • Deleting Files 
  • Editing Tags for Files

Adding Files from the File Library 

1. Navigate to the File Library Module and click on the Upload Files button

2. Attach the desired files and click on Upload to proceed. 

3. You will be notified in the Upload Files Window once the files have been successfully uploaded. You can click on Close to return to the previous screen. 

Managing Files from the File Library 

The File Library Module simplifies file management, ensuring users can quickly perform the following actions with ease: 

• Downloading Files 
• Deleting Files 
• Editing Tags for Files

Downloading Files 

1. From the File Library Module, click on the 3 dots and select Download. 

Deleting Files 

1. From the File Library Module, click on the 3 dots and select Delete File. 

2. From the Delete File Window, click on Delete to proceed. 

Please Note: The ability to delete files is only available for Subscribed Client Connect users. However, Subscribed Client Connect users will not be able to delete files attached to an assessment within the Assessments Module. If an attempt is made, they will receive the error message shown below.

Editing Tags for Files

1. From the File Library Module, click on the 3 dots and select Edit Tags. 

2. Select the applicable tags in the dropdown field and click on Apply once done.