> 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/add-a-new-file.md).

# Add a New File

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

## Before you start

* You must have permission to add files.
* You must be on the **Files** page.
* Have the file or link details ready before you begin.

## Steps

1. On the **Files** page, select the **Add new file** button in the upper-right corner.
2. On the **Add new file** page, choose the item type:
   * **File**
   * **Link**
3. Enter the file or link name in **File name**.
4. Use **Clients** to choose one or more clients for the file record.
5. If you selected **File**, upload the file in the **File** field.
6. If you selected **Link**, enter the link URL instead of uploading a file.
7. Review the information.
8. Select **Apply**.

## What the page includes

For the current front-end flow, the add page includes:

* a **File / Link** toggle
* **File name**
* **Clients**
* a file upload area for **File** type
* **Apply** and **Cancel** actions

## Role differences

* **Super Admin / Admin / Supervisor / Clinician:** Can add files.
* **Basic:** Cannot add files.

## What happens next

After you save, Compassly returns you to the **Files** page. The new record appears in the list. You can now preview it or edit it later if your role allows it.

## Related guides

* [View the Files Repository](/compassly-docs/core-modules/files/view-files-repository.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)


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