Uploading/Downloading Files

To Upload a File:

1. Click on the "Files" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Files" tool.
2. Click on the "Upload Files" button.
3. Click on "Click to Select Files" to upload one or more files from your computer. You can upload multiple files in a single upload.
• NOTE: A file name cannot contain any of these characters: \ / : * ? < > |
4. Once the upload screen shows the files have uploaded 100%, the files have been added to the "Uncategorized Files" area inside the tool.
• You can place each file in a folder by clicking on the "Actions" button to the right of the file name; selecting the "Move to Folder/Switch Folder" option; and selecting the folder to move it to.

IMPORTANT NOTE: This tool does not offer file editing, meaning that you WILL NOT be able to open files inside of Planning Pod or inside of a Web browser and make changes to them (with the exception of files linked to Google Docs/Drive). In order to make edits to an uploaded file, you need to download it to your computer; make the edits locally on your machine; and then reupload the file to store the new version.

To Download/Use a File:

1. Click on the "Files" tool button on the Event Dashboard - OR - use the Quick Launch or Switch Event tool to select the appropriate Event and the "Files" tool.
2. Click on the file name (which is a live link).
3. After clicking on the file name, depending on what Web browser you are using, one of the following things will happen:
• A modal window will appear giving you the ability to choose where to download the file onto your computer.
• If the file is a Google Doc, it will open in a new Web browser window where you can view/modify the file.
• If the file is an image or a text/.csv file, the Web browser may open a new browser page and display the image or text in a new browser window. If this occurs:
• For an image, drag-and-drop the image to your desktop to save it to your computer.
• For text or .csv file (or any other file that displays on a new browser page), click on the "File" tab in your Web browser's main menu (at the top of your screen); select "Save Page As" (or "Save As") option; and then select where on your computer you wish to download the file.

Video Tip - Go to the 0:26 mark of the video to view information on how to add a file.