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How to Use the File Manager

HubSpot Video

The A-Suite has a built-in File Manager that can be used for sharing and delivering both public and private documents and files. 

There are two file managers: the Secure File Manager and the Public File Manager. 

The Secure File Manager is typically used for uploading private documents like a roster of Users, Managers, or Employee Data, while the Public File Manager is used for uploading things like Employee Handbooks, On-Boarding Paperwork or Company Policies.

To access the file manager, hover over “Tools”, and then click “Secure File Manager” or “Public File Manager”.

In the Secure File Manager, to upload an item, right-click the company name on the left, or right-click anywhere in the large frame on the right, and choose “Upload”. Select your file from the explorer window that opens, and then click “Open”. Your file will now upload to the system.

You can also create folders for your files by right-clicking and choosing “Create Folder”. Right-click the folder and choose “Rename” to give it a unique name. Once it is created, you can drag and drop files into the folder.

To delete items or folders, simply right-click the item, and choose “Delete”.

Once you are finished in the file manager, click the X in the top right corner to return to the last screen you were working in.

In the Public File Manager, there are buttons at the top of the screen to upload and delete files. Simply click the “Upload File” button to add a new item. To delete, click the file to highlight it, and then click the “Delete” button.