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Learn how to upload Files and all the features available. If you do not see the Files feature, please contact your Account Manager, Customer Success Architect, Customer Success Manager, or support@spekit.co for our team to enable this feature.
How to Upload a File
1.) Open the Spekit Web App.
2.) Click on the New button.
3.) Click File.
NOTE: You can only upload files that are 200 MB or less.
4.) Select the File you would like to upload.
5.) Name the File.
6.) Add the File to Topic(s).
7.) SMARTSEND CUSTOMERS ONLY: Click the toggle to allow users to share the File externally.
8.) Click Upload Files.
9.) Decide if you'd like to notify your users or not. You will have the ability to send your users an in-app notification, email, and/or Spotlight.
10.) Click Save and notify changes.
How to Download a File
1.) Open the Spekit Web App.
2.) Open the File.
3.) Click the Download icon.
4.) The File will now be in your downloads folder!
How to Delete a File
1.) Open the Spekit Web App.
2.) Open the File.
3.) Click the Trashcan icon.
4.) A confirmation pop-up will appear, click Yes, Delete.
How to Edit a File
1.) Open the Spekit Web App.
2.) Open the File.
3.) Click Edit.
4.) Update the File information such as Topic(s), Expert, External Sharing, or Custom Fields.
5.) Click Save Changes.
6.) Decide if you'd like to notify your users or not. You will have the ability to send your users an in-app notification, email, and/or Spotlight.
7.) Click Save and notify changes.
How to Rename a File
1.) Open the Spekit Web App.
2.) Open the File.
3.) Click Edit.
4.) Update the name.
5.) Click Save Changes.
How to Favorite a File
From the Spekit Web App.
1.) Open the Spekit Web App.
2.) Open the File.
3.) Click the Star button.
From the Spekit Chrome Extension
1.) Open the Spekit Web App.
2.) Locate the File.
3.) Click the Star button.
NOTE: You can also Favorite a File by opening the File and clicking the Star button.
4.) You will now be able to see the File in your My Favorites tab in the Chrome Extension.