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How To Use the File Widget

How To Use the File Widget

Updated June 23, 2025

The File Widget lets you upload files directly into your workflows so that anyone running the workflow can access and download those files.

Use it to share important documents, templates, or resources, like an employee handbook or onboarding packet, that your team or guests need throughout the process.

The File Widget is ideal for:

  • Attaching key documents to onboarding, compliance, or audit workflows
  • Sharing downloadable templates for forms or reports
  • Providing downloadable resources to Users or Guests during a workflow run

The same file will be available every time the workflow is run.

The file widget supports uploading most generic file types up to 250MB. (.exe file type is not supported)

Users: Only Admins or a  Member who has been given ‘edit’ access can edit workflows. 

How to add the file widget to a workflow

Start in your Library and look for the workflow you’d like to add files into. Click the three dots next to your workflow’s name (or click its name). From there click “Edit” in the top right corner.

Next click on the task you’d like to add a file into, then drag and drop or click the “File” widget from the right-hand menu, under “content”. The icon for this is a piece of paper with the corner folded over.

Click “Upload file” and select the file you want to insert. The file will be available for users to download once you have published changes to your workflow.

Alternatively, you can drag and drop a file into the center of your screen, while editing your workflow, to achieve the same result.

Pro Tip: If your file fails to upload due to some reason, consider compressing the file size then try again.

Whilst there is no storage limit for uploads to your account, there are individual file upload limits.

When you’re done, Publish changes to your workflow.

Note: We maintain detailed logs for file accesses in our S3 bucket. These logs include information like URL, IP addresses, referrers, and timestamps (DateTime) of all the file-related operations like ‘Read/Download’, ‘Create’, ‘Edit’, and ‘Delete’ of files. We utilize Athena to query these logs by a customer, making it a valuable resource for security incident responses. We will only share this info with a customer upon request if a breach was identified.

Learn more about how the other widgets work:

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