> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.getzendo.io/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Files

#### Roles That Can Manage Files: Everyone

Share files with your clients in the "Files" tab, and find files that were automatically saved when shared in chat.

## Table Of Contents

1. [How To Access Files?](#1-how-to-access-files)
2. [How To Upload Files?](#1-how-to-upload-files)
3. [How To Manage Files?](#1-how-to-manage-files)
4. [Clients And Organizations](#1-clients-and-organizations)

# How To Access Files?

To access files:

1. Select the **"Files" tab** on the left sidebar,
2. On the new page, you'll find folders for **each of your client, created automatically** when they create an account. Pick one,

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/zendo-files_11fmkb2.png)

3. In the folder, you'll see all the files shared with that client. 

# How To Upload Files?

To upload files:

1. Select the **"Upload files" button** in the top right corner, 
2. In the pop-up window, **enter the names of the clients** you want to share files with or **select clients from the drop-down list** by ticking the boxes next to their names, 
3. Then, **select the "browse files" field** or **drag and drop your files** into the field, 
4. **Select the "Upload" button** in the bottom right corner of the pop-up window. 

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/zendo-upload-files_170b59p.png)

Alternatively, you can drag-and-drop your files directly to folders or within them. 

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/zendo-drag-and-drop_jq3fux.png)

| All file formats are allowed. The only restriction is the file's weight, up to 1 GB. 

# How To Manage Files?

In the files tab, you can: 

* **Copy the file's URL**, by selecting the link icon, 
* **Download the file**, by selecting the download icon,
* **Preview the file**, by selecting the ellipsis and choosing "Preview" from the drop-down menu,
* **View the file info**, by selecting the ellipsis and choosing "File info" from the drop-down menu,
* **Delete the file**, by selecting the ellipsis and choosing "Delete file" from the drop-down menu. 

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/zendo-client-files_1e73r8y.png)

You can also: 

* **Search the files**, by entering the name of the file or its uploader in the search bar at the top right corner, 
* **Change number of listed items**, by selecting "10", "25", or "50" at the left bottom of the table, 
* **Filter the items** by selecting the "title", "size", or "upload date" at the top of the columns, 
* **Switch between pages** by selecting the arrows at the right bottom of the table. 

# Clients And Client Teams (Organizations)

Client can also access their own Files tab, where they'll see everything shared with them until that point, including in-chat. They won't see folders of other clients, but they will see **files of their organization's members**. To learn more about organizations, [read this aricle](https://help.getzendo.io/en/article/client-organizations-1btbjnu/).

![](https://storage.crisp.chat/users/helpdesk/website/531203e6a7585000/zendo-client-files_njl0u7.png)
