Adding, Managing, & Sharing Files

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Voicehub File Management gives individuals, teams, and departments the tools to manage their files and folders securely.

 

Adding a File

You can drag and drop or browse files to upload directly on your home screen. 

 

You can also add files to folders or workspaces by clicking on Workspaces in the left-hand menu and then selecting the workspace or folder where you want to add the file.

Click the Upload button on the top right or drag and drop the file into the workspace or folder. Once the file has been uploaded you will see it appear in the list of files within the workspace or folder. 

Uploaded files will automatically be transcribed, and the minutes will be deducted from your monthly balance. If you want to turn this off, visit your Account Settings, then go to Order Preferences, and scroll down to AI Transcript Settings. Click EDIT on the right, and uncheck the box next to Auto Transcribe with AI. Note that a transcript will still be produced even if this feature is turned off, however, it will not use your available minutes. If you choose to open the transcript in the future, you will need to confirm deducting your available minutes to view the transcript.  

 

Share A File

Every file has a shareable URL that is created when the file is uploaded. File access control is managed via the Share Module. Users on the access control list of a file can access the file via the shareable URL.

When you open the share module, you can click on copy link or enter an email address to send the link to the person you want to share the file with. If sharing with an email address, press Enter/Return once you have typed the email address to share the file. You can then select if you want the person to be able to view or edit the file. Select Share to complete the process. 

You must hit enter/return after typing the email address. If you click on done instead, the invite will not be sent. 

Screenshot of share file via email address.png

 

From the Share Module, you can change the general access settings for copied links. There are three General Access options: 

  • Restricted: Only people whose email address has been added to the access list can access the file, and they must sign in to their own Rev account to access the file. 
  • Public: Anyone with the share link can access the file and they do not need to be signed in. 
  • Organization: Only other members of the shared account can access the files. 

To change the General Access, click on > under General Access.

Screenshot of share file general access.png

 

Select who can access the file and whether they can view or edit the file, then click Done

Screenshot of share file general access continued.png

 

Share From Your Workspace

Once you've signed into your account, navigate to My Files from the left-hand menu or navigate to the specific workspace containing the files you want to manage.

Screenshot of my files.png

 

Find the file you want to share and click the three dots (...) next to it. Choose Share from the dropdown menu to open the Share Module.

Screenshot of share file.png

 

Share From The Editor

You can also share a file by clicking on the file to open it in the online editor, and then clicking on Share Transcript Link.

Screenshot of share transcript link.png

 

Managing Existing Shared Files

To manage files you already shared, follow the same steps to share a file and open the Share Module. Here you can modify permissions, remove users, or get a shareable link. Click Save to update the access settings.

 

Folders

From your workspace, you can add a new folder by clicking on Add Folder in the top right corner. In the pop-up menu, type the name of the new folder and then click on Create to add the folder to your workspace. 

Once a folder is added to a Workspace, you can use the ellipses menu to the right of the folder name to access the folder settings where you can move, rename, summarize, and delete the folder. If you delete a folder all files in the folder will be permanently deleted, and will not be retrievable.  

 

Move Files & Folders

You can move files and folders between workspaces and folders. When you click on the ellipses menu to the right of a file and then select Move, the move menu will pop up with a list of workspaces you can move the file/folder to. Clicking on a workspace will open a list of the folders in that workspace, you can either click on Save to move the file/folder to that workspace or click on a folder name to move the file/folder to that folder, then click Save.

You can also create a new folder from the move menu by clicking on once you select a workspace. 

 

Delete Files & Folders

You can delete files or folders from your account. It's important to note that deleting a file/folder is permanent and cannot be undone. If you delete a folder, all files in the folder will be permanently deleted.

To delete a file or folder, click on the ellipses menu to the right of the file/folder name and select delete, then click on Delete again in the pop-up confirmation. 

Screenshot of delete file.png

 

Bulk Move & Delete

You can bulk move or delete files and folders by clicking on the check box to the left of the file/folder names and then clicking on  or above your files list. 

Screenshot of bulk move and delete.png

 

 

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