File library: Quick guide

Slickplan’s file library stores images, videos, and files (.docx, .txt, .pdf, .zip, etc) in one central location for easy access from anywhere in your project. Ideal for reusing files across multiple projects.

File Library Navigation: Add, Filter, Search Files:

To access the File library, go to the toolbar and click on the folder icon.

Adding files:

Click the Upload files button in the top right corner to add files.

You can drag files from your computer into the drop zone in the pop-up window or click the Select files button at the top of the page.

To finish adding your files, click the Save button.

Filtering and searching files:

To locate specific files by name, use the search bar at the top left.

To filter files by type, choose from the following options:

• Images: Display image files only.
• Videos: Display video files only.
• Documents: Display other file types.

The Show filter lets you view all uploaded files, files from other projects, or the current ones.

The Uploaded by filter allows you to see files added by specific users.

You can sort files by name, size, and date.

File management:

To preview, download, or delete a file, hover over it and click the icon on the top left:

• Eye icon to preview
• Download icon to download
• Trashcan icon to delete

To download or delete multiple files, select them and click Delete or Download on the bottom bar.

Working with files:

Any file you add to the library can be used throughout all of the different modules in your projects (Sitemap Builder, Diagram Maker, Content Planner, Design Mockups).

Sitemap Builder: Adding files

1. Click the menu icon on the page.

   

2. Select the Files tab.

   

3. Click the green plus icon.

   

4. Click the from library link.

   

5. Select files and click the Add files button.

   

Diagram Maker: Adding files

1. Click the image icon in the toolbar.

   

2. Select Choose from library.

   

3. Select files and click Add files.

   

Content Planner: Adding files

1. Open the Content Planner dashboard.

   

2. Add an Upload block to a page.

   

3. Click the from library link.

   

4. Select your files and click Add files.

   

Design Mockups: Adding files

1. Open the Design Mockups dashboard.

   

2. Click Upload mockups.

   

3. Choose File library from the top menu.

   

4. Select your files and click Add files.