Shared files

In simple words

Shared files is part of Team Chat. Every file shared in chat. This guide takes you through it in 5 short steps.

Where it fits in your work — Organise. Project channels sit next to each project; search finds any message or file.

Before you start

• You need to be signed in to your company's workspace. Team Chat appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Shared files belongs to Workspace in Team Chat. Every file shared in chat.

Step by step

1. 1

   Step 1

   Open Team Chat

   Sign in and open the Team Chat panel from your Workspace dashboard (or sign in to it directly). You see only what your role allows.

2. 2

   Step 2

   Open “Shared Files”

   In the left menu, click “Shared Files”. The “Shared Files” screen opens.

3. 3

   Step 3

   Find what you need

   Type in the search box (“Search this list…”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Search
   • Type
   • Category
5. 5

   Step 5

   Done

   Every file shared in chat.

Tips

• You can use more than one filter together (Type, Category) to see exactly the records you want.
• The search box accepts: Search this list…. Start typing and the list narrows down.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Team Chat → Open “Shared Files” → Find what you need → Narrow the list → Done

What it connects to

• Projects

  A channel for every project.

• Workspace

  Workflow results can post into a channel.

• HR & Payroll

  Company announcements for all staff.

What you will see on this screen

These are the parts of the Shared Files screen, exactly as they appear in the product.

Why use Team Chat

Team Chat replaces team chat & meeting software, on the same login and the same data.

• Conversations stay next to the project or record they are about
• Company announcements with proof they were read
• No separate chat subscription or login
• Workflow results can post straight into a channel

Who uses Team Chat

• Every employee

  Chat, share files and join meetings.

• Team leads

  Run team and project channels.

• Management

  Post announcements and see that they were read.

• Administrators

  Set roles and retention.

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