Upload and Manage Files

Last updated 5 days ago

The Media Library stores the files your organization uses for patient education and staff training (videos, PDFs, and other documents). This guide shows how to upload files, move them into collections, and manage each of them.

Upload a file

The steps below walk you through adding a file to the Media Library.

  1. Access the Content App and select Media Library. The file list opens.

  2. Click Upload File in the top-right corner.

  3. Drop or select the file from your device. The file appears in the list once the upload is complete.

✏️ Files are set to Private access by default after uploading. To make a file accessible to others, use Edit Details from the file's three-dot menu to change the access setting.

Add a file to a collection

Collections work like folders, helping you keep the Media Library organized.

To create a collection:

  1. Click the three-dot Actions menu (⋮) right next to Upload File and select Create Collection.

  2. Add a Folder name and click Save.

To add a file to a collection:

  1. In the file list, click the three-dot menu (⋮) at the end of the file's row.

  2. Select Move To. A folder picker opens, showing your collections.

  3. Select the collection you want to move the file into.

  4. Click Move.

Manage individual files

Each file's row includes a three-dot menu (⋮) at the end with the following options.

Action

What it does

View Page

Opens the file's public-facing page in a new tab

Copy Link

Copies the file's shareable link to your clipboard

View Details

Opens a read-only view of the file's details

Edit Details

Opens the file details for editing, including name and access type

Download

Downloads the file to your device

Move To

Moves the file to a different collection

Delete

Permanently removes the file

✏️ Deleting a file is permanent. If the file is attached to a course lesson as a video or resource, that lesson will no longer have it available.

Related articles

Now that you know how to upload and manage files, check these related articles to make the most out of this feature.

  • Create a Course: Build a new course from scratch by adding modules, lessons, and content.

  • Manage Courses: Learn how to edit course settings, publish or unpublish a course, and share the course link with patients or staff.