Filestore

Filestore Overview

The Filestore module enables tenant users to manage image files in a centralized and organized repository. It allows users to upload, categorize, and use images across various platform modules, such as assessments and branding elements. By maintaining a structured filestore, tenants can ensure consistency, enhance efficiency, and align their visual assets with organizational branding.

Key Features and Functionalities

1. Folder Management

• Purpose: Folders help in systematically organizing uploaded images for easy access and efficient categorization.
• How to Use:
  • Create folders to structure images based on organizational needs, such as projects, assessments, or departments.

Steps to Create and Manage Folders:

1. Navigate to the Filestore Module:
   • Log into the platform and go to the Filestore module from the menu.
2. Create a New Folder:
   • Click the "Add New Folder", "+", or similar button.
   • Provide a name for the folder that reflects its purpose (e.g., "Project Logos" or "Marketing Assets").
   • Save the folder.
3. Organize by Moving Files (Optional):
   • Drag and drop uploaded files into the relevant folders, or use the move option provided in the interface.
4. Edit or Delete Folders:
   • Select a folder to rename or delete it. Renaming can help improve categorization, and deletion removes unused folders to maintain clarity.

2. File Management

• Purpose: Manage uploaded images effectively to ensure the repository remains organized, clear, and accessible. Users have the ability to upload, rename, and delete files.

Steps to Manage Image Files:

1. Upload Images:
   • Click the "Upload" button within the Filestore.
   • Select one or more image files from your local device.
   • Assign the images to an existing folder or upload into the root directory.
2. Rename Files:
   • Locate the file you wish to rename in the Filestore.
   • Select the rename option (typically found via a context menu or tools menu next to the file).
   • Provide a new, descriptive name and save it.
3. Delete Files:
   • Select the files you no longer need.
   • Click the delete option to remove them permanently.

3. Image Usage

Uploaded images in the Filestore can be utilized across the platform in various modules, ensuring consistency and enhancing visual appeal.

How Images Can Be Used:

1. Assessments:
   • Add images to assessments as logos or within image-type questions to create visually engaging forms.
   • Embed images into campaign designs or result pages for branding or illustrative purposes.
2. Branding and Customization:
   • Use images to align assessment designs with the organization's branding.
   • Incorporate visual assets like company logos, banners, or other identifiers to create a professional look.

Steps to Use Images in Assessments:

1. Open the assessment, campaign, or customization module where the image is to be used.
2. Choose the location for uploading or linking the image (e.g., question box or branding section).
3. Select the image from the Filestore and confirm the addition.

Key Steps Summary:

Context and Benefits

The Filestore module helps tenants maintain a centralized repository of image files for easy reuse across the platform. By organizing images systematically and ensuring proper usage, tenants can:

• Streamline Operations: Quickly find and use images without duplication or clutter.
• Enhance Consistency: Ensure the same branding and design standards are applied across assessments and modules.
• Save Time: Eliminate the need to repeatedly upload images for use in different places.
• Improve Branding: Build visually appealing assessments and interfaces that align with organizational branding.

By leveraging the Filestore's features, tenants can simplify resource management and create a more polished end-user experience across the platform.