How Does the File Widget Work?

The file widget allows you to upload files to your templates for anyone to access.

For example, you could upload a copy of your employee handbook to your onboarding process to make it easy to access and give to new employees.

The file widget supports uploading of ALL file types up to 250MB.

Users: In order to add or edit file widgets in your templates, you must be an administrator or a member who has been given ‘can edit’ access by your administrator. 

How to use the file widget

To access or create a file widget you will need to be editing the template containing your target.

Open the template and select “Edit this template” from the menu on the right-hand side of the screen.

Next, navigate to the task you want to edit and click or drag the “File” button in the widget menu on the right-hand side of the screen. The icon for this is a piece of paper with the corner folded over.

Now click “Upload file”, select the file you want to insert, and then confirm. The file will be available for users to download once you have saved changes to the template.

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

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

Learn more about how the other widgets work:


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