> 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/files.md).

# Files

**Audience:** Super Admin, Admin, Supervisor, Clinician, Basic\
**Page type:** Overview\
**Owner:** Product / Training / Support\
**Status:** Draft\
**Last verified:** 2026-04-03

## What this module is

Use **Files** to view and manage uploaded client files in one central place. This page acts as the main file repository for Compassly and lets users search the list, open file previews, and work with file records based on their role.

## Who uses it

* **Super Admin:** Can view files, add files, edit files, preview files, and delete files.
* **Admin / Supervisor / Clinician:** Can view files, add files, edit files, and preview files.
* **Basic:** Can view files and preview supported file types.

## What you can do here

* view the full file repository
* search files by name
* filter the list by assigned clients
* add a new file or link
* edit an existing file record when editing is available
* preview supported file types
* delete a file if your role allows it

## Before you start

* You must be signed in to Compassly.
* You must be able to see **Files** in the left navigation.
* Some actions are role-based.
* The label system is not included in this guide set because it is not currently implemented in the live UI.

## Common tasks

* [View the Files Repository](/compassly-docs/core-modules/files/view-files-repository.md)
* [Add a New File](/compassly-docs/core-modules/files/add-a-new-file.md)
* [Edit a File](/compassly-docs/core-modules/files/edit-a-file.md)
* [Preview a File](/compassly-docs/core-modules/files/preview-a-file.md)
* [Delete a File](/compassly-docs/core-modules/files/delete-a-file.md)

## Related guides

* [View the Files Repository](/compassly-docs/core-modules/files/view-files-repository.md)
* [Add a New File](/compassly-docs/core-modules/files/add-a-new-file.md)
* [Edit a File](/compassly-docs/core-modules/files/edit-a-file.md)
* [Preview a File](/compassly-docs/core-modules/files/preview-a-file.md)
* [Delete a File](/compassly-docs/core-modules/files/delete-a-file.md)


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