Skip to content

Manage Files

The Drive module allows users to upload, view, organize, and manage files directly associated with an application record. Users can upload files in various formats (images, documents, spreadsheets, videos, etc.), group them into folders, and assign visibility permissions.

Quick Check - Before You Start
  • Open the Drive or files popup for the correct record so files attach where you intend.
  • Confirm each file is under the 500 MB limit for Drive and manual uploads.
  • If others must see the file, check visibility and Members (where applicable) after upload.

Upload Files

Users can upload files via drag and drop or by clicking the Add button.

  1. Click the Add button at the top left of the file popup.
  2. Select Add files from the dropdown.
  3. Choose files from your device.
  4. Files will appear in the list once uploaded.

File Size Limit

The maximum file upload size is 500 MB for both Drive and Manual uploads.

Drag and Drop
Add Files

Create a New Folder

  1. Click the Add button.
  2. Select Add new folder.
  3. A new folder will appear — edit the name as needed.

Add Folder
Edit Folder Name

Select and Delete Files

  • Select one or more files using the checkboxes.
  • A delete bar will appear at the bottom.
  • Click Delete and confirm the action.

Right-click on any file and use Save Link As to save it directly to your preferred location on your computer without having to download it first. This feature is available across all Files sections, Documents sections, and Drive.

Select Rows

Table Flexibility

Users can customize the file table display using the following options:

  • Sort by – Organize files by name, size, modified by, or visibility.
  • Pin Column – Keep key columns (e.g., Name or Modified By) visible while scrolling.
  • Autosize Column – Automatically adjust column width to fit content.
  • Choose Columns to Display – Show or hide specific columns such as Size or Members.
  • Reset Columns – Restore the table to its default layout.

Table View

Info
  • Files can be of any format: PDF, DOCX, XLS, MP4, ZIP, etc.
  • The maximum file upload size is 500 MB.
  • You can create folders within folders to maintain structure.
  • Shared files will be visible across users in the same environment.

Troubleshooting

Why did my upload fail or the file never appears in the list?

Files over the 500 MB limit are rejected, and network interruptions can abort uploads before the list refreshes.

Steps to resolve:

  1. Check file size and compress or split large assets if needed.
  2. Retry upload on a stable connection; wait for the list to refresh after completion.
  3. Use Add files from the Add menu if drag-and-drop did not register.
Why can another user not see a file I uploaded?

Visibility and sharing control who can view Drive content in the same environment.

Steps to resolve:

  1. Confirm the file is not in a personal or restricted folder if your process requires shared access.
  2. Review Members or visibility columns after selecting the file row.
  3. Ask an administrator if organisation-wide sharing rules block the attachment.
Why is Save Link As missing or not working as expected?

Save Link As depends on browser support and the link target the file row exposes.

Steps to resolve:

  1. Right-click the file name or link in the Drive table and choose Save Link As from the browser menu.
  2. If the browser blocks downloads, allow downloads for your 3 Clicks site.
  3. Fall back to standard download flows from your IT policy if direct link save is disabled.