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What is the File Library

Tammy Byrne
Updated

The File Library is a digital storage space within Tripleseat where your team can upload, manage, and share important documents and images that you frequently use, such as:

  • Venue photos
  • Floor plans
  • PDF copies of menus

It provides a central location to keep frequently used files accessible to team members.

HOW DO I UPLOAD FILES TO THE FILE LIBRARY?

To upload files:

  1. Go to Settings > File Library.
  2. Click on the Upload to Library tab.
  3. Choose a Folder location:
    1. My Files: Only visible to you.
    2. General Folder: Visible to all users.
    3. Existing Folder: Choose an existing folder or create a new one by selecting Create Folder.

Newly created folders are visible to all users with access to the File Library settings. Files cannot be moved between folders after uploading, so select your folder carefully.

Note: Each file must be 15 MB or less.

UTILIZING THE FILE LIBRARY

Files in the File Library can be easily attached to emails or added to document templates, making it simple to share key information like floor plans and menus with clients. For details on hyperlinking files, refer to this FAQ article on creating hyperlinks in emails and documents.