Add files and URLs to the Library through the Upload modal, so your team can find shared documents and links alongside reports in one place.
Required permission: Manage personal files or Manage all files (Files permission set). Users without a Manage permission do not see the Upload button.
Open the Upload modal
On the Library page, select Upload. The Upload to Library modal opens with a File and URL toggle at the top.
Upload a file
In the Upload to Library modal, select File.
Enter a Name for the file. The name supports up to 128 characters.
Under Source File, drag and drop a file onto the upload area, or select + File to browse.
Select a Folder to place the file in, if you want it inside a folder.
Under Shared With, choose who can access the file.
Select Save.
Note: Supported formats are PDF, Excel, Text, and CSV, up to 1 GB per file.
Add a URL
- In the Upload to Library modal, select URL.
- Enter a Name for the URL.
- Enter the URL.
- Select a Folder to place the URL in, if you want it inside a folder.
- Under Shared With, choose who can access the URL.
- Select Save.
Related articles
- Find and Open Content in the Library [Update Link]
- Organize the Library with Folders [Update Link]
- Edit and Delete Library Content [Update Link]
- Manage Sharing in the Library [Update Link]