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Uploading files to shared and personal files
Uploading files to shared and personal files

Attach files such as training manuals, images or other documents to share with all users, or only yourself

Updated over 3 months ago

Upload and organise your files and folders to either shared files, or personal files
Everyone in your account will have access to shared files. Whereas, personal files can only be accessed from your login.

๐Ÿ’ก The shared files option will only appear if you've got more than one user on your account.

๐Ÿ’ก Files scanned from documents can't be uploaded directly into coreplus due to security reasons. You'll have to remove the HTML attachment and separately save the file as a PDF on your device by opening it, right-clicking on it, and selecting Print > Save as PDF.


Uploading files

There are two ways to upload a file; Dragging and dropping files into the file browser, or by uploading via the file explorer.ย 

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Drag and drop

1. Select one or more files and drag them into the files section


Upload


โ€‹1. Click on Upload

2. Select the file, then click Open


What can I do with an uploaded file?

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Organise into folders

1. Click on New Folder to add a folder within the files section
โ€‹2. Enter the name, then click OK to save


Rename, download, preview, email, move or delete a file

Right click on a file or folder to be presented with options specific to the file type.

๐Ÿ’ก Only image files and PDF documents can be previewed. You will need to download to view other file types.
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๐Ÿ’ก You can select multiple files by pressing CTRL or Command on the keyboard while clicking on the files.


Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!

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