How to Manage Files in a Card
Learn how to upload, view, and remove files associated with a card in octapipe
Support Team
Last Update il y a 8 mois
Managing files in a card allows you to centralize important documents and evidence directly within the workflow. See how to perform this task below.
1st Step: Accessing the Pipelines/Cards Module
In the upper left side menu, click “Pipelines” or “Cards” to open the list of available cards.
2nd Step: Finding and Opening the Card
- Select the pipeline where the card you want to manage files for is located.
- Scroll through the list or use the search bar to find the desired card.
- Click anywhere on the card to open the details modal.
3rd Step: Uploading Files
- Go to the Files tab.
- Click “Drag a file or click to select”.
- Choose the files from your computer.
- Wait for the upload to complete; the files will appear listed under “All Files”.
4th Step: Removing Files
- In the “All Files” list, click the file you want to delete.
- Click the trash icon and confirm the deletion.
Best Practices:
• Use clear and standardized names to make documents easier to find.
• Keep only the most up-to-date version of each file to avoid duplicates.
• Review permissions before attaching confidential documents.
Conclusion:
You have learned how to manage files in a card in octapipe, including how to upload and remove documents easily. If you have any questions, contact our support team.
• Use clear and standardized names to make documents easier to find.
• Keep only the most up-to-date version of each file to avoid duplicates.
• Review permissions before attaching confidential documents.
Conclusion:
You have learned how to manage files in a card in octapipe, including how to upload and remove documents easily. If you have any questions, contact our support team.