File Library
The File Library in Breeze provides a convenient way for users to upload and manage essential documents directly within the platform. This feature is designed to streamline file sharing and storage and provide a single source of truth for key team documents.
Users can upload various types of files, such as invoices, reports, or supporting documents, which can be accessed by their Breeze team members as needed. Files uploaded to the Library are categorized by simple fields, ensuring ease of use and organization.
The File Library is available on all paid plans. Click here for information on Pricing.
Fields on Files
Each file entry has the following fields to track relevant information. Here is a brief description of each one:
| Field Name | Description | Example |
|---|---|---|
| File* | The actual document or file to be uploaded. Users can upload any file necessary for their team's operations. | “Inventory Management Plan.pdf” |
| Notes | Any additional notes or descriptions related to the file. This field is optional but useful for providing context. | “Updated as of 2024, this is our comprehensive data management plan for our carbon footprint” |
*This field is required
Managing Files
To add a new file to the Library, simply click the “Upload File” button and select your file. You can add optional notes to describe or provide details on the file content, which can help with future reference and organization.
Uploaded files are accessible to your whole team, ensuring a centralized repository for important documents. Files can be downloaded whenever needed, supporting both ongoing projects and historical data tracking.