> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Manage File Storage

> Upload, organize, share, and control access to files in your workspace file storage.

<Warning>
  This feature requires **administrator** or **workspace owner** permissions. Changes made here
  affect all users in your workspace.
</Warning>

By the end of this guide, you will have uploaded files to your workspace, organized them into folders, shared files with team members, and configured access controls.

## Open file storage

Navigate to your workspace and click **Files** in the sidebar. The file manager displays your workspace's file storage with a folder tree on the left and file listing on the right.

## Upload files

<Steps>
  ### Step 1: Select the destination folder

  In the folder tree, click the folder where you want to upload files. To upload to the root level, ensure no subfolder is selected.

  ### Step 2: Upload

  Click **Upload** in the toolbar, or drag and drop files directly into the file listing area. You can upload multiple files at once.

  Supported file types include PDF, Word documents, Excel spreadsheets, images (JPEG, PNG), text files, and compressed archives (ZIP). Maximum file size depends on your workspace plan.

  ### Step 3: Confirm upload

  Uploaded files appear in the listing with their name, size, upload date, and uploader. A progress indicator shows upload status for large files.
</Steps>

<Tip>
  Use descriptive filenames before uploading. While you can rename files later, a clear naming
  convention from the start makes files easier to find (e.g.,
  `2026-03-insurance-certificate-N12345.pdf`).
</Tip>

## Organize files into folders

### Create a folder

1. Click **New Folder** in the toolbar.
2. Enter a folder name and click **Create**.

### Move files

1. Select one or more files by clicking their checkboxes.
2. Click **Move** in the toolbar.
3. Choose the destination folder and confirm.

### Rename files or folders

Right-click a file or folder and select **Rename**, or click the three-dot menu on the row and select **Rename**. Enter the new name and press Enter.

### Delete files or folders

Select the items and click **Delete** in the toolbar, or use the right-click menu. Deleted files are permanently removed.

<Warning>
  Deleting a folder removes all files and subfolders within it. This action cannot be undone.
  Confirm that no critical documents are inside before deleting.
</Warning>

## Share files

<Steps>
  ### Step 1: Select the file

  Click the file you want to share to open its detail panel.

  ### Step 2: Configure sharing

  Click **Share** to open the sharing dialog. Choose how to share:

  <Tabs>
    <Tab title="Team members">
      Select specific workspace members or roles who should have access. They will see the file in
      their file manager view.
    </Tab>

    <Tab title="Link sharing">
      Generate a shareable link that can be sent via email or message. Configure whether the link
      requires authentication or is accessible to anyone with the link.
    </Tab>
  </Tabs>

  ### Step 3: Set permissions

  For each recipient or link, choose the access level:

  | Permission | Description                                                       |
  | ---------- | ----------------------------------------------------------------- |
  | **View**   | Can view and download the file but not modify or delete it.       |
  | **Edit**   | Can view, download, and replace the file with an updated version. |
  | **Manage** | Full control including rename, move, delete, and sharing.         |

  ### Step 4: Save

  Click **Save**. Shared users receive a notification that a file has been shared with them.
</Steps>

## Control access

### Folder-level permissions

Set permissions at the folder level to control who can see and modify all files within it. Folder permissions are inherited by files inside the folder unless overridden at the file level.

1. Right-click a folder and select **Permissions**.
2. Add users or roles and set their access level.
3. Click **Save**.

### Audit file access

Administrators can view a file's access history by opening the file detail panel and clicking **Activity**. The activity log shows who viewed, downloaded, uploaded, or modified the file and when.

<Info>
  Files are stored securely in cloud object storage and served with appropriate access controls. The
  file storage feature must be enabled for your workspace.
</Info>

## Related

<CardGroup cols={2}>
  <Card title="Configure Workspace" href="/how-to/admin/configure-workspace">
    Workspace settings that affect file storage availability.
  </Card>

  <Card title="Manage Users" href="/how-to/admin/manage-users">
    User roles that determine file access permissions.
  </Card>

  <Card title="Manage Privacy" href="/how-to/admin/manage-privacy">
    Privacy settings for data handling and retention.
  </Card>

  <Card title="Export Data" href="/how-to/admin/export-data">
    Export workspace data including stored files.
  </Card>
</CardGroup>