How to Manage Files in a Card

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

1. Select the pipeline where the card you want to manage files for is located.

2. Scroll through the list or use the search bar to find the desired card.

3. Click anywhere on the card to open the details modal.

3rd Step: Uploading Files

1. Go to the Files tab.

2. Click “Drag a file or click to select”.

3. Choose the files from your computer.

4. Wait for the upload to complete; the files will appear listed under “All Files”.

4th Step: Removing Files

1. In the “All Files” list, click the file you want to delete.

2. 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.