Upload files
You can upload files one at a time, many at once, or as a whole folder from your computer. File Bank recreates the folder’s structure as project folders, so your files stay organized the way you had them.
Upload files or folders
Section titled “Upload files or folders”- Open the folder - In the folder tree, click the folder or project folder you want to upload to.
- Click Upload File - It’s in the toolbar. You can also choose Upload from the folder’s ⋮ menu in the folder tree.
- Select your files - The File Upload window opens on the Select step. Drag files and folders onto the drop zone, or click Browse and choose File(s) or Folder.
- Check the list - On the Confirm step, check the files and folders that will be uploaded. Remove anything you don’t want with Delete, and add tags if you need them. See Tag files as you upload.
- Set an expiry date (optional) - Tick Should File Expire? and choose a date. See Expiry dates.
- Click Next - The Progress step shows a progress bar for each file.
- Click Done - Once you see “Upload complete!”, close the window. The folder reloads with your new files.
The Confirm step shows the total number of files and folders and their total size.
Uploading a folder
Section titled “Uploading a folder”When you upload a folder, File Bank creates a project folder for it, and for every folder inside it, in the folder you’re uploading to.
Canceling a file
Section titled “Canceling a file”On the Progress step, click Cancel (×) next to a file to stop it. If the file finishes uploading before the cancel takes effect, File Bank deletes it again.
If a file fails
Section titled “If a file fails”If a file can’t be uploaded, you’ll see a File Upload Error message with the file’s name and the reason, and the file is marked Failed in the list. Other files carry on uploading.
What you can upload
Section titled “What you can upload”You can upload up to 50 files at a time. If you choose more, you’ll see “Can’t exceed 50 files”. Upload the rest in another batch.
File Bank accepts these file types:
| Type | Extensions |
|---|---|
| Documents | .docx, .odt, .pdf, .rtf, .txt |
| Spreadsheets and data | .csv, .sav, .xlsx |
| Presentations | .ppt, .pptx |
| Images | .bmp, .gif, .jpeg, .jpg, .png, .svg, .tiff |
| Audio | .m4a, .mp3, .ogg, .wav |
| Video | .avi, .mov, .mp4, .mpeg, .wmv |
| Archives | .gz, .tar, .zip |
Tag files as you upload
Section titled “Tag files as you upload”If the folder has tags set up, you can tag files on the Confirm step so you don’t have to do it later.
- Click Add Tags - It’s in the Tags column next to the file. You can also choose Edit from the row’s actions.
- Choose tags - In File Tags & Attributes, pick tags from the list. They’re shown as “Category - Tag”.
- Click OK - The file’s tags appear in the Tags column, such as “#Melbourne, #Group 1”.
Tag each file separately. In a Transcript folder you can copy one recording’s tags and attributes to every file in the upload with Apply selection to all files. See Upload recordings.
If you see “Folder has no configured tags.”, nobody has set up tags for this folder yet. Someone who can edit the folder can add them with the Tag Manager.
In a Transcript folder, this is also where you set each recording’s date, number of speakers and moderator. See Upload recordings.
Expiry dates
Section titled “Expiry dates”Tick Should File Expire? on the Confirm step to give the files an expiry date. Once ticked, the date is required. The date applies to every file in that upload.
The Expires column in the file list shows each file’s expiry date, or Never. You can change or remove a file’s expiry date later with Rename. See Rename a file.
Upload notifications
Section titled “Upload notifications”When an upload finishes, File Bank can notify people who follow the folder. The notification says who uploaded the files, how many, and which folder they’re in, with a link to it.
To choose whether you get these notifications, and how, set your preferences for FileBank.FileUploaded notifications. They’re in the Data management category. See Notification preferences.
Frequently asked questions
Section titled “Frequently asked questions”Why can’t I select my file?
File Bank only shows the file types it accepts. Check the file’s extension against What you can upload.
Why can’t I upload to my Transcript folder?
You can’t upload to the top level of a Transcript folder. Add a project folder first, then upload into it. See Transcripts.
Can I add project folders while uploading?
Not on their own, but if you upload a folder from your computer, File Bank creates matching project folders for you.