Add files to a workspace
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Genesys Cloud Resource Center provides functionality for uploading files to workspaces through the Documents Dashboard. Users with Content Management User permission can upload most common file types, with each file limited to a maximum of 2GB in size and no restriction on the total number of files uploaded.
Files can be added via two methods: through the Menu bar by selecting the profile picture, navigating to My Files, and clicking Upload, or by using the + Upload button available on multiple pages within Documents. Both methods support drag-and-drop functionality or browsing for files. Users can rename files before upload and assign multiple tags for organization and searchability. The upload process displays a progress indicator for each file.
Additionally, Genesys Cloud automatically adds specific file types to users' personal workspaces, including call recordings, inbound faxes, and outbound faxes. After uploading, files can be shared with other users, and new versions can be uploaded to replace existing files. The platform provides options to manage tags, create new tags, or select from existing tag suggestions during the upload process.
- Content Management User permission assigned to any role
To add files to your workspace, upload them from your desktop or mobile device.
- You can upload most common file types to your workspace.
- You can upload any number of files, but each file must be no larger than 2GB.
The following section describes how to add a file from the Documents Dashboard.
- Click Documents.
- From the Menu bar, click your profile picture.
- Click My Files.
- Find the workspace to which you want to upload files and click Upload .
- Select the files. You can drag and drop a file onto the page, or you can click Browse for Documents.
- To give a file a different name before you upload it, type over its original name.
- To assign to a file, type a term in the Tags box. Similar tag names appear.
- Select an existing tag or create a tag. You can add as many tags as you want. For more information, see Add tags to a file.Note: To add more files, click Add More Documents.
- Click Start Upload.
A progress indicator appears for each file. - To return to the workspace, click Close.
- To share an uploaded file, click Share
For more about sharing a file, see Sharing files. For more about how to replace a file, see Upload a new version of a file.
To add files to a workspace, you can also use the + Upload button, which appears on several pages in Documents.
- Click + Upload.
- Select the files. You can drag and drop a file onto the screen or you can click Browse for Documents.
- To give a file a different name before you upload it, type over its original name.
- To assign to a file, start typing a tag in the Tags box. Similar tag names appear. Either select an existing tag or type a new one. You can add as many tags as you want.
Note: To add more files, click Add More Documents.
- Click Start Upload. Genesys Cloud displays the progress of each file.
- To return to the workspace, click Close.
- To share an uploaded file, click Share .
For more information about sharing files, see Sharing files.
The following types of files are automatically added to your :
- Call recordings
- Inbound faxes
- Outbound faxes
For information on how to listen to call recordings, see Listen to recordings.
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