Files

Introduction

Files is how you give your assignments access to important documents. These provide your assignments with context and knowledge that helps them complete tasks according to your specifications.


What is Files?

The Files section sits in the resources section of the left sidebar. Similar to Connections and My Logins, Files is another tool in the toolbelt that your assignments can refer to to get the job done. Files supports any file up to 50 MB.

Once you upload a file to Files, you will be able to give individual assignments access to it.

Files

How to upload a file to Files

To upload a file to Files, simply click on "Upload Files" and select a document from your computer.

Upload Files

How to give an assignment access to files

Manually

Once you have uploaded files into Files, you can give individual assignments access to specific files.

To do this, go to the assignment you want to give access to via the Assignments section in the left sidebar, and click on the files block to edit access to specific files.

Assignment Files Access

Once you give an assignment access to a specific file from your Files, you will see it appear in the Files section as an icon.

Files Icon

Using Assignment Builder

The Assignment Builder sees all available files in Files for the team and can add files to the assignment setup if instructed. This reflects the same mechanics as the connection principle.


Real-World Example

Example 1: Write on-brand marketing email copy

Your company has a specific and well-defined brand voice used for all customer communications.

The email copywriter wants to make sure that the next campaign follows the brand voice guidelines.

The copywriter uploads the Brand Voice Guidelines to Files and asks the assignment to create copy for the next marketing campaign following those guidelines.

Example 2: Extract data from technical documents

Your team has a bunch of technical revision documents for all the fire extinguishers at your offices.

Each document has the date of revision, the type of fire extinguisher, and other important information on the revision.

You want to make sure that your team can easily access this information in a fast way, without having to individually dig through numerous documents.

You upload the documents into Files and create an assignment that extracts the important information from each document and stores it in a single table, so your team can have everything neatly organized in one place without having to transcribe the information manually.


Things to know

  • Files allows you to give additional context and information to your assignments.

  • You can update Files at any time

  • You can grant or remove access to specific documents from Files for assignments anytime.

  • The Assignment Builder sees all files and can add them during the creation process

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