Important information
- Are you unable to perform the following steps? Perhaps you don't have the right role or user type. Please contact your organisation's Administrator or click here to read more about roles & user types. - Before you can add files, the file categories need to be made.


By placing files in Leviy, all users have the necessary files at hand at any time and at any location. In this article, we distinguish between adding a new file and adding a new version of a file. To do this, follow the steps below:


For both, it starts with the step below:

1. Navigate in the Dashboard to Files via the App switcher


Click below on the topic that applies to you:


Add file

To add a file, follow step 1 listed at the top of this article.


After this, follow the steps below:

2. Click on the file category for which you want to add the file

3. Click on Add at the top right to add a file

4. Enter the required information

a. Select file

- Click on Browse or drag a file to the window

- Choose the file you would like to add

- Click on Next

b. Characteristics 

- Add the tile of the file under Title

- If desired, enter a more detailed description in the file under Description

- Click on Next

c. Links

- Link the file to the desired entities (clients, objects or unit categories)
- Click on Save to add the file


Tip
When adding a new file the file title is automatically taken over. If you still want to give a file a different title it can of course be edited.

Take note
- For each file category, it is set which user type(s) are allowed to view or manage the files of the category.
- The file types supported are: txt, pdf, doc, docx, xls, xlsx, ppt, pptx, png, gif, jpg, jpeg, mp4. Where pdf, png, gif, jpg, jpeg and mp4 are supported in the reader.
- If you find out that one of the entities (clients/objects/unit categories) is missing, you can adjust this in the settings of the category.



Add new version

Files can become obsolete for many reasons, resulting in adding a new version on a regular basis. To ensure that an abundance of old files is not left in Leviy, we provide smart versioning. When a new version is added, it will replace the old version, so that users always have the latest version.


To add a new version of a file, follow step 1 listed at the top of this article.


After this, follow the steps below:

2. Click on the file category where the file is located and click on the file

3. Click on Add at the top right to add a new version

4. The screen for adding a new version is displayed

a. Click on Browse or drag a file to the window

b. Click on Save to add the new version

- The old version is saved under the Versions tab on the file's overview page

- The new file automatically receives a version number


Tip
When adding a new file the file title is automatically taken over. If you still want to give a file a different title it can of course be edited.