Workstorm’s Files feature allows users to access and organize documents across several document management systems (DMS). To learn how to share files, click here.
File Storage
To access your files, click on the Files icon in the Navigation Bar. Then, select Workstorm or a connected DMS.
Note: For those in Fully Featured View, or who otherwise do not see Files in their Navigation Bar, select More to open the overflow menu.
Native File Storage
Workstorm offers local file storage and, by default, creates three main folders:
- Shared with You: Where local files shared with you in DMs, Channels, and Announcements are stored. The contents of this folder cannot be edited.
- Uploads: Where local files you have uploaded in DMs, Channels, and Announcements are stored.
- Video: Available for recorded Workstorm Video Conferences and other video files.
Separate folders are automatically created for files shared with you or uploaded within Streams.
DMS Connections
Workstorm connects with many products including, Box, Dropbox, iManage, Microsoft OneDrive, and Google Drive. This allows you to connect and access your file links from within the Workstorm platform. You must log in to each DMS in order to access those files.
View and Sort
By default, files and folders are displayed in List View. To sort files:
- Select a column header to sort the table by that column.
- Click again on the header to toggle sorting by ascending or descending value.
- Click on the settings gear to add, remove, or rearrange columns in the table.
Tile View displays folders, thumbnail previews for image files, and color-coded icons for PDFs, Microsoft documents, and more. To switch to Tile View, click on grid icon in the top-right corner of the window.
Search and Filter
In the search bar, input the name of a file, folder, or Stream folder. Then, press enter to view relevant results. Folders, Stream folders, and search results can be sorted and filtered.
To filter files:
- In the top-right corner of the window, click Filter.
- Select from the two Quick Filters provided or click +Add Filter to add your own.
- Input values as needed.
- Click Apply.
To remove all filters, click X on the Filters button, or click Filters > Remove All. To remove a specific filter, click the X to its right. To reset the filters, click Clear All and begin adding new ones.
Upload Files
You can upload files directly to Workstorm’s native file storage and to any connected DMS. To upload files:
- Click +Upload File.
- In the Upload Files pop-up, click the Select File(s) from Desktop button, or drag and drop files into the pop-up.
- To upload additional files, select Add Another File or continue to drag-and-drop.
- In the bottom-right corner of the pop-up, click Upload.
Note: Within Workstorm’s native file storage and iManage connection, files may only be uploaded to an existing folder.
Create Folders
Use folders to categorize files in Workstorm’s native file storage. To create a folder:
- Click +Create Folder.
- Input a name for the folder and click Create.
- Click on a folder to view its contents, upload new files, and create nested folders. Additionally, click on the ellipsis icon and select Move to relocate files and folders into new folders.
