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Understanding File View & Edit Settings

Every file in Spekit comes with a full toolkit built right into the sidebar — sync, share, track, and manage each asset without ever leaving the page.


Understanding File View & Edit Settings

When you open any file, the toolbar at the top gives you quick access to every action you can take on that file — from favoriting and syncing to sharing and deleting. Here's what each icon does, numbered left to right:

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Use the table below to match each numbered icon to its function:

Tool / FeatureFunction & Capability
1. Favorite FileClick the star icon to save the file to your personal favorites for quick access.
2. Force Sync(Admins Only) Manually initiate a sync to ensure the most up-to-date version from the source (Drive/SharePoint) is live.
3. View File in SourceJump directly to the original platform (Google Drive/SharePoint) for advanced editing or commenting.
4. DownloadSave a copy to your local device.
5. File Version HistoryTrack all previous versions, see who made changes, and view timestamps.
6. File AnalyticsMonitor total views and engagement metrics for each specific asset.
7. Delete FileRemove files from Spekit when no longer needed.
8. Edit FileUpdate Topics, Experts, External Sharing, or Custom Fields.
9. Share FileInternal: Share with other Spekit users.
External: Admins can enable external sharing for prospects based on permissions.
10. File SourceSee the original location of the file (Google Drive, SharePoint, etc.).
11. Last Edit DateQuickly check when the file was last updated.

 

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