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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

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

    Adding and Managing Files in the Files Library Module 1[R360].png

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

    Adding and Managing Files in the Files Library Module 2[R360].png

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

    Adding and Managing Files in the Files Library Module 3[R360].png

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

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

Adding and Managing Files in the Files Library Module 4[R360].png

Deleting Files

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

    Adding and Managing Files in the Files Library Module 5[R360].png

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

    Adding and Managing Files in the Files Library Module 6[R360].png

    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 Portal Assessments Module . If an attempt is made, they will receive the error message shown below.

    Adding and Managing Files in the Files Library Module 7[R360].png

Editing Tags for Files

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

    Adding and Managing Files in the Files Library Module 8[R360].png

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

    Adding and Managing Files in the Files Library Module 9[R360].png