Files are assets such as images, PDFs, spreadsheets, and videos. You can view files and their details from two main places in Joy: the Knowledge Center and the Tasks page.

When a file is uploaded, it appears as a card that gives you quick access to view its contents, download it, assign it as a task, view its details, and manage it.

To view a file, simply click its card. This opens a panel with a preview of the file.

Above the preview is the file’s name. There are also icons to download and assign the file. Click the More Actions icon to reveal additional options to view and edit the file’s details.

To download a file, click its card to open the Preview panel, then click the Download icon.

If a preview isn't available, you'll need to download the file to view its contents.

You can also assign a file as a task for yourself or another user.

To assign a file, click the More Actions icon on the file's card in the Knowledge Center and select Assign.

This displays the Assign window, where you can specify details such as who you are assigning the file to and when it’s due.

You can get more information about a file by clicking the More Actions icon on the file’s card and selecting About.

This opens the File Admin panel, which features two tabs: Overview and Details.

The Overview tab provides a high-level summary of the file.

About: A description of the file.

The Details tab is organized into two sections.

Title: The file’s name.

Status: Whether the file is active or inactive. Inactive files are only visible to users with owner access.

API ID: The ID you can use to reference the file if you’re using the JoySuite API.