Attachments

The project's file library: files are uploaded once and their URL is linked from actions, news items or emails.

File library screen with the Add file button, the search box, the filters and the list of files with description, name, type, size and upload date

What it is for#

This is where you keep the files linked from the rest of the content: a PDF, a video, a spreadsheet. You upload the file once, copy its URL and paste it into the action, news item or email that needs it.

No content is tied to these rows: the link only exists where you paste it. That is why the description is the only thing that lets you recognise a file months later.

The screen is titled File library.

Where it is: Manage › Journeys › Attachments.

What you see#

ElementWhat it shows
Add fileOpens the form to upload a file.
Search…Filters the list as you type.
Type: allKeeps a single file type. The options depend on what has been uploaded (in the screenshot, PDF and Video).
Described / Not describedSeparates files with a description from those nobody can tell the purpose of.
N filesHow many files match the current filters.
DescriptionThe text that identifies the file.
File nameThe name of the uploaded file.
TypePDF, Video, etc.
SizeHow much space it takes.
UploadedWhen it was uploaded.
Copy URLCopies the file's address so you can paste it wherever you need it.
ViewOpens the file.
DeleteDeletes the file.

Settings#

New file form with the Description and File fields
FieldWhat it doesValues
DescriptionThe only thing that will let you find the file later: say what it is and where it is used, without repeating the file name.Text. Required.
FileThe file being uploaded. Once uploaded it cannot be replaced from here.Any type: image, PDF, spreadsheet… Required.

Files cannot be edited: there is no Edit button and no way to change the description once saved.

How to#

Upload a file and link to it#

  1. 1

    Open the form

    Click Add file.

  2. 2

    Describe and upload

    Type the Description, choose the File and click Save.

  3. 3

    Copy the URL

    On its row, click Copy URL.

  4. 4

    Paste it

    Paste the address into the description of the action, news item or email that should link to it.

Replace a file with a new version#

  1. 1

    Upload the new version

    Upload it with Add file and copy its URL.

  2. 2

    Update the links

    Replace the old URL in the content that used it.

  3. 3

    Delete the old one

    Once nothing uses it, click Delete on its row.

Things to know#

Aviso:

Deleting a file breaks its links. If its URL is pasted into an action, a news item or an email, that link stops working, and there is no way to find out from this screen where it was used.

  • A bad description cannot be fixed: it cannot be edited. If you get it wrong, upload the file again with the right description and delete the first one.
  • Use the Not described filter now and then to find files nobody can place.
  • In the English app, the file picker button still reads "Seleccionar archivo".

Related#