Documents can be uploaded in one of two ways:
- Via the Workspace Files icon.
- Via the Upload File option on a card. See How to add and edit cards for further guidance on how to upload a file to a card in your board.
Workspace Files icon
Within a Workspace, click on the Files icon to open up the document storage area.
Next, click on the Files folder. Documents can be uploaded directly into this main folder, or new folders can be added.
Upload File
To add documents to a folder, click on Upload Files in the top right-hand corner of the screen. This will open your PC drive and you will be able to choose the document to upload. Multiple documents can be uploaded at the same time using the drag and drop function. The single file limit is 100MB.
Add Link
You can add a link to a document, website, SharePoint site etc. by clicking on Add Link and pasting in the relevant URL.
Actions
Click on Actions in the top right-hand corner of the screen to reveal a menu with the following options:
- Add Folder - to create a new folder. You can either add a folder into the main folder area or within an existing individual folder.
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Select Items > Download – to download multiple files from the folder at once. Add a tick in the checkbox to the left of each file you want to download. Then select this option. Please note, Microsoft does not currently support the downloading of data via a Teams App. Please use Verto through your web browser when these features are required.
- Select Items > Move To - to move the selected file to another folder. Add a tick in the checkbox to the left of each file you want to move. Then select this option.
- Layout – to change the display view to either ‘Table’ or ‘Tiles’.
File actions
Click on the ‘…’ against a file/document to reveal a menu with the following options (options will be dependent on the file type):
- Edit with – to edit a Microsoft file such as Word, Excel or PowerPoint. When you use this option, the document becomes locked until you save your changes and close it. Others can then view the changes you have made by clicking on ‘Version History’.
- Download – to download the file. Please note, Microsoft does not currently support the downloading of data via a Teams App. Please use Verto through your web browser when these features are required.
- Rename – to rename the file.
- Delete – to delete the file from the Workspace.
- Properties – to open a pop up containing more details about the file.
- Creak Link - to copy a link to the file which can then be used elsewhere.
- Move to - to move the file to another folder within the Workspace.
- Version History – to see the version history for the file.