Add files to a workspace

Prerequisites
  • Content Management User permission assigned to any role

To add files to your workspace, upload them from your desktop or mobile device.

  • You can upload most common file types to your workspace. 
  • You can upload any number of files, but each file must be no larger than 2GB.

The following section describes how to add a file from the Documents Dashboard.

  1. Click Documents.
  2. From the Menu bar, click your profile picture.
  3. Click My Files.
  4. Find the workspace to which you want to upload files and click Upload .
  5. Select the files. You can drag and drop a file onto the page, or you can click Browse for Documents.
  6. To give a file a different name before you upload it, type over its original name.
  7. To assign tags to a file, type a term in the Tags box. Similar tag names appear.
  8. Select an existing tag or create a tag. You can add as many tags as you want. For more information, see Add tags to a file.
    Note: To add more files, click Add More Documents. 
  9. Click Start Upload.
    A progress indicator appears for each file.
  10. To return to the workspace, click Close.
  11. To share an uploaded file, click Share

    For more about sharing a file, see Sharing files. For more about how to replace a file, see Upload a new version of a file.

To add files to a workspace, you can also use the + Upload button, which appears on several pages in Documents.

  1. Click + Upload.
  2. Select the files. You can drag and drop a file onto the screen or you can click Browse for Documents.
  3. To give a file a different name before you upload it, type over its original name.
  4. To assign tags to a file, start typing a tag in the Tags box. Similar tag names appear. Either select an existing tag or type a new one. You can add as many tags as you want. 

Note: To add more files, click Add More Documents.

  1. Click Start Upload. Genesys Cloud displays the progress of each file.
  2. To return to the workspace, click Close.
  3. To share an uploaded file, click Share .

    For more information about sharing files, see Sharing files.

The following types of files are automatically added to your My Workspace: 

  • Call recordings 
  • Inbound faxes 
  • Outbound faxes

For information on how to listen to call recordings, see Listen to recordings.