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Managing files

Discover how to upload and manage files in the Knowledge Center.

Updated over a week ago

Files are digital content, such as PDF documents, images, videos, or spreadsheets, that you want to make available in your Knowledge Center.

✨To learn how to preview, download, or assign a file, see Viewing and Assigning Files.

Supported file types

You can add various file types to Joy, including:

  • PDFs

  • Word documents (DOCX)

  • Spreadsheets (XLSX, CSV)

  • Text files (TXT)

  • Images (PNG, JPEG)

  • Audio files (MP3)

  • Videos (MP4, WEBM)

Uploading a file

To add a file:

  1. Go to your Knowledge Center.

  2. Navigate to the folder where you want to add the file.

  3. Click +New, then Upload.
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    The Knowledge Center with a dropdown menu open after clicking the +New button. An arrow is pointing to the Upload option in the menu.

  4. Select the file you want to upload. You can upload multiple files at the same time.

  5. Click Open.


    A window will appear, showing you the progress of the upload.
    ​

    A modal appears showing the upload progress. The modal displays the file name, PlanetaryWindGearbox.png, and its size, 2.9 MB. Below the file name, a progress bar shows that the upload is complete. An arrow points to the Done button at the bottom of the modal.

  6. Click Done.

The file will appear in your Knowledge Center as a card. By default, Joy will give the file a name, but you can edit the file to change this name and add a custom description.


Editing a file's settings

To edit your file’s settings:

  1. Locate the file in your Knowledge Center.

  2. Click the file's card to view it.

    The Knowledge Center with an arrow pointing to a file's card. The card is titled "Employee Travel Policies" and is highlighted with a dark border.

  3. Click the More Actions icon. More Actions icon, then About.
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    This opens the File Admin panel.
    ​

  4. View the Details tab.

  5. Click the Edit icon. Edit icon.

    The Details tab of the File Admin panel. An arrow is pointing to the Edit icon.

  6. Edit the file’s fields and settings.

  7. Click the Save icon. Save icon.

You can also edit a file’s settings by clicking the More Actions icon. More Actions icon on the file’s card in the Knowledge Center or when viewing the file, then Edit Details.

The Knowledge Center with several cards displayed. An arrow points to the More Actions icon on a card for a file called Nuclear Reactor (Video) which is open to reveal options that include Edit Details.

File fields and settings

The File Admin panel features two tabs: Overview and Details.

All of the file's fields and settings are found on the Details tab, organized into two sections.

The File Admin panel for a file called "Photo of construction leadership team." The Details tab is shown, with a section for editing basic information like the title, status, and description of the asset.

Basic Info

Title: The name of the file. Be sure to pick a name that is clear and specific but also provides enough detail so that users know what they can find in the file.

Status: The state (e.g., Active, Inactive) of the file. Inactive files are only visible to users with owner access.

About: A description of the file. This is a great place to give your users a high-level description of the file so they can decide whether it’s relevant to their needs. For example, you can explain what the file is, what it contains, or who it’s for.

Advanced

API ID (view only): The ID you can use to reference the file if you’re using the Joy API.

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About the Knowledge Center
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About files
Viewing and assigning files
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