Open Storage
From the left sidebar, select Storage.
You will see the storage area for your organization, including folders, uploaded files, and the Trash folder.
Required permissions:
You must have access to Storage
You must have permission to view the selected folder or file
Some actions, such as sharing or version management, may depend on your role
Find the file
Use the Search storage... field to search for a file by name.
You can also browse through folders such as:
Archived Files
Care Plans
Client Uploads
WHS
Other folders created by your organization
Files are shown in a table with details such as:
Name
Access
Type
Size
Modified date
Open a file
Click the file name to open it.
The file viewer will display the file preview on the left and file details on the right.
Depending on the file type, you may see:
A text preview
An image preview
File type label, such as TXT or PNG
File size
Modified date
Version number
View file details
When a file is open, the right-side panel shows key file information.
This may include:
File name
File type
File size
Dimensions, for image files
Modified date
Version
Use this panel to confirm you are viewing the correct file.
Use the file action buttons
At the top right of the file viewer, you can use the available action buttons.
Available options may include:
Version history to view previous versions of the file
Share link to copy a link to the file
Download to download the file
Zoom controls for image files
Open externally where available
Hover over an icon to see its label.
Share a file link
Select the Share link icon.
A Share window will open with a link to the file.
The share window explains who can open the file. For example, it may say that anyone in your organization with access can open it.
To share the file:
Click Share link.
Review the access message.
Click Copy Link.
Paste the link where needed.
Important: The link does not automatically give access to everyone. People must still have the required access permission.
Download a file
Select the Download icon.
You may see a message that says Preparing download....
Once ready, a confirmation message will appear, such as Download started.
The file will download through your browser.
Zoom image files
When viewing an image file, use the zoom controls at the top right of the viewer.
You can:
Zoom out
Zoom in
View the current zoom percentage
Reset zoom
If the image is already at its original size, the system may show a message explaining that zooming further could blur the image.
View version history
Select the Version history icon.
The Version history panel will open.
Here you can view available versions of the file. The current version is labelled Current.
From the version menu, you may be able to:
Save as new file
Download this version
You may also see an Upload new button if you have permission to upload a new version.
Important Notes
The Trash folder is used for recoverable deleted files.
File previews depend on the file type.
Some files may download instead of opening in the viewer.
Sharing a link does not override organization access controls.
Version history helps you review previous versions without deleting the current file.
Restoring or saving versions may depend on your permissions.
Download behaviour may vary depending on your browser settings.
Troubleshooting
If you cannot find a file:
Use Search storage...
Check the correct folder
Confirm the file has not been moved to Trash
Ask an administrator to confirm your access
If a file does not open:
Check that the file type is supported for preview
Try downloading the file
Refresh the page and open it again
Confirm your internet connection is working
If you cannot share a file:
Confirm you have permission to share files
Check whether the file is restricted
Ask an administrator to review your access
If a download does not start:
Wait for the Preparing download... message to finish
Check your browser download settings
Try again after refreshing the page
Make sure pop-ups or downloads are not blocked by your browser
If version history is unavailable:
Confirm the file has more than one version
Check that your role allows version management
Ask an administrator if the option should be available