Levvy automatically creates a folder for each workflow activated. All files related to that workflow and uploaded via task modal will be saved in that folder, eliminating manual document organization.
Workflow folder is created for every activated workflow by default
1. Navigate to the client profile
Click on the client name on the workspace.
2. Folder and files section appears at the bottom of a workflow
A folder named after the client is created automatically. Click on the > beside the folder name to expand a folder to view the files and subfolders.
3. Workflow folder is created for every activated workflow by default
The workflow folder is automatically selected and appear in the task modal. To make other folders visible in the task modal, select the checkbox on the left side of the folder name.
4. Folder and files section is disabled for draft workflows.
You can view all folder and files for this client by navigating to an activated workflow or the Shared Access tab in the side navigation bar.
Easily access selected folders and upload files in the task modal
User can see all the folders and files they need to perform their task when the modal is opened in the workspace
5. Navigate to the Folder & Files tab.
The folders selected in the workflow will appear in the task modal, including the workflow folder selected by default.
6. Upload one or multiple files via drag and drop.
Once the file is sent, it is automatically saved to the workflow folder. You can change where the files are uploaded to. We will cover this in future steps in this article.
7. Successfully saved files will appear in the task modal and client profile
8. You can also upload a file by clicking on the paperclip icon in the comment
9. The file manager will open.
View files upload to Levvy
10. From comments, click on Download to View to save and open the file.
11. From client profile, click on the three dots on and click download
Select a different folder to upload the files
12. Click on change folder
13. Select the folder or subfolder to save the file
14. Click on Move
15. The folder which the file will upload to will be updated
Create subfolder, change folder access, rename and delete folder
16. Click on the dropdown beside a folder from client profile or task modal
Select create subfolder
17. Name the folder. You can customize who can access by the folder by roles.
Note that the access field is only visible to users with the manager, supervisor and owner role. If you do not see the access field, the folder you created is accessible to Team member or above
18. Click on Create
19. The subfolder you just created will appear in client profile and task modal
20. You can also rename, change access and delete a folder.
Note that change access is only visible to users with the role manager, supervisor or owner.
Create folder
21. To create a folder, navigate to Shared Access in Client Profile
22. Click on Create Folder
23. Name the folder and specify who can access this folder. Click Create.
24. The successfully created folder will appear
