> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/core-modules/clients/files/add-new-file.md).

# Add New File

**Audience:** Super Admin, Admin, Supervisor, Clinician\
**Page type:** Task guide\
**Status:** Draft\
**Owner:** Compassly Documentation Team\
**Last verified:** 2026-04-03

## Purpose

Use this workflow to upload a new file for the current client.

## Before you start

* Open the client’s **Files** page.
* Have the file ready on your device.

## Steps

1. Open the client’s **Files** page.
2. Click the **+** button.
3. Choose **Add new file** if the page shows a menu.
4. Enter the file name.
5. Upload the file from your device.
6. Review the information.
7. Click **Apply**.

## Role differences

* **Super Admin / Admin / Supervisor / Clinician:** Can add a new file.
* **Basic:** Cannot add a new file.

## What happens next

* The file appears on the client’s file list.
* Open the title to preview it when the file type supports preview.

## Related guides

* [View Client Files](/compassly-docs/core-modules/clients/files/view-client-files.md)
* [Preview File](/compassly-docs/core-modules/clients/files/preview-file.md)


---

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