Only account owners and administrators will be able to store and manage files in the cloud.
- Click on the Control Menu located in the upper right corner of the platform
- Hit Settings
- Go to More
- Select Cloud Storage
This feature allows you to store all your company files (documents, images, videos, etc.) securely in the cloud so that your team members can easily work with them from any device.
The files you upload can be either those you have created in Holded or others generated externally. The goal is for your team to have all the information they need to carry out their daily tasks.
Keep in mind that files can be shared with other users and are accessible from any device. In addition, thanks to automatic synchronization, users always see these files in their most recent version. This way, you avoid any manual update work every time you modify or delete them.
1. Uploading your files
- Click the Upload files button
- Select the file from your computer that you want to store in the cloud
2. Working with your files
You can work with many different file formats, including the most common ones (Word, PowerPoint, PDF, Excel, JPG, PNG, etc.).
|Creating folders||This is the best way to organize your files efficiently: Click New folder > Give it a name > Press Enter.|
|Changing the name||You can rename your files and folders by clicking on the three dots to their right and selecting the Rename option.|
|Moving||To sort the stored content, click on the three dots to its right and select the Move option.|
|Duplicating||Choose the Duplicate option by clicking the three dots to the right of the file or folder.|
|Deleting||Go to the three dots to the right of the file or folder and click Delete.|
|Downloading||Select the Download option from the three dots to the right of the content you want to save to your computer, whether it is a file or folder.|
|Updating the view||To refresh the view of the stored files, click on the 🔄 icon in the upper right corner.|