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How to Save Documents in Levvy
How to Save Documents in Levvy
Updated over 10 months ago

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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.

Navigate to the client profile by clicking 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.

Folder and files sections will appear at the bottom of the workflow. Click on the > to expand a folder and view the 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.

When a workflow is activated, a folder named after the workflow will be automatically created and selected. The selected workflows will then appear in the task modal.

To make other folders visible in the task modal, simply 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.

For draft workflows, the folder and files section will be disabled until it is activated. You can view all folder and files for this client in 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.

Navigate to the Folder & Files tab. The workflow folder created and selected   in the workflow will appear in the task modal.

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.

You can upload one or multiple files via drag and drop. Once you click send, files will be automatically saved to the workflow folder by default. You can change where the files are uploaded to (covered in future steps)

7. Successfully saved files will appear in the task modal and client profile

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

You can also upload a file by clicking on the paperclip icon in the comment

9. The file manager will open.

The file manager will open.

View files upload to Levvy

10. From comments, click on Download to View to save and open the file.

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

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

Click on change folder

13. Select the folder or subfolder to save the file

Select the folder or subfolder to save the file

14. Click on Move

Click on Move

15. The folder which the file will upload to will be updated

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

Click on the dropdown beside a folder. 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

Name the folder. You can customize who can access by the folder by roles.

18. Click on Create

Click on Create

19. The subfolder you just created will appear in client profile and task modal

The subfolder you just created will appear
The uploaded file will appear in the task modal and client profile

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.

You can also rename, change access and delete a folder. Note that change access is only visible to user with roles that are manager or above.

Create folder

21. To create a folder, navigate to Shared Access in Client Profile

To create a folder, navigate to Shared Access in Client Profile

22. Click on Create Folder

Click on Create Folder

23. Name the folder and specify who can access this folder. Click Create.

Name the folder and specify who can access this folder. Click Create.

24. The successfully created folder will appear

The successfully created folder will appear


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