Add and View Files

Manage and view workspace files and folders easily with these simple steps

Add and View Files 

  • To add and view files, go to My Partner or open the workspace you'd like to add files to. 
    • From My Partners, click the file icon next to the partner workspace you'd like to add files to
    • From within your workspace, click the "Files" tab
  • To create a myCaribou doc, click Add myCaribou doc. See our full guide on myCaribou docs here. 
  • To add a file or URL, click "Add file"
  • Select your preferred method of sharing files (e.g. upload a file, share a URL or create a myCaribou doc)
         

  • Fill in the required fields, and click "Upload file"/"Share file"/ "Create and edit myCaribou doc" when you are finished
  • For more information on myCaribou docs, see our full guide on myCaribou docs here

Tip: Create myCaribou doc templates to save time creating docs in any workspace. 

Create Folders

  • To add a folder, click on the workspace that you would like to manage files for
  • Click "Files"

  • To add a folder, click "Add folder"
  • Give your folder a name and click add folder
  • When viewing a folder, use the Add files button to add files to that folder

Viewing Files

  • To view a file, click on the workspace that you would like to manage files for. 
  • Click "Files"
  • If the file is saved within a folder, click on the folder to access the files within it



  • Click on the file that you would like to open

  • From here you may:
    Click on "Open file" to open the file 
    Click on "Replace file" to replace the file 
    Click on the ellipsis to either edit or delete