--- title: "File Manager" slug: "file-manager" updated: 2025-02-13T19:04:01Z published: 2025-02-13T19:04:01Z canonical: "docs.processmaker.com/file-manager" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.processmaker.com/llms.txt > Use this file to discover all available pages before exploring further. # File Manager The **File Manager** acts as a centralized hub for managing all files and documents associated with cases. It allows users to view, organize, and access files uploaded within a case in one convenient location. By consolidating uploaded files from related requests and subprocesses, the File Manager simplifies file handling, promotes collaboration, and ensures easy access to critical documents. With features like file history tracking and download options, the File Manager offers an efficient and user-friendly solution for document management within the platform. Watch the following product tour to learn how to use the File Manager. [Embedded content](https://demos.processmaker.com/embed/cm3oei10d07uwahfjxa5mbixj?embed_v=2) --- ## View Files Associated to a Case Follow these steps to view files associated with a Case: 1. Ensure that you are [logged on](/v1/docs/participant-basics#log-on-to-processmaker-platform) to ProcessMaker Platform. 2. Click the **Cases** option from the top menu to see cases. 3. From the cards on top, click one of the following: - **My Cases**: [View cases that you started](/v1/docs/view-cases#view-your-cases) - **In Progress**: [View in-progress cases](/v1/docs/files-associated-with-a-case#view-in-progress-cases) - **Completed**: [View completed cases](/v1/docs/view-cases#view-completed-cases) - **All Cases**: [View all cases](/v1/docs/files-associated-with-a-case#view-all-cases) (**Note:** You must have the [**View All Cases** permission](/v1/docs/permission-descriptions-for-users-and-groups#cases) to view **All Cases**)![My Cases(1)](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/My%20Cases(1).png) 4. Click the **Case #** or **Case Title** to view details of the case. 5. Click the **File Manager** tab to view files associated with this case. --- ## The File Manager The File Manager provides a comprehensive view of all files associated with the case. This includes files uploaded during the case's progression, such as in forms or through connectors ensuring that all relevant documents are easily accessible in one place. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/File Manager - Case(1).png) The **File Manager** displays following information: - **Name:** The **Name** column displays the name of each file associated with the selected Case. Beside each file's name is its MIME type. - **Users:** The **Users** column displays the avatar for the Case participant that uploaded each file associated with the selected Case. - **Size:** The **Size** column displays the size of each file associated with the selected Case. - **Modified:** The **Modified** column displays the date that was modified. The timezone is according to the ProcessMaker Platform instance unless your [user profile's](/v1/docs/profile-settings#change-your-processmaker-settings) **Time zone** setting is specified. ### View a File **Permissions** Your user account or group membership must have the following permissions to view, edit, and create file comments unless your user account has the **Make this user a Super Admin** setting selected: - Files (API): View Files - Files (API): Edit Files See the [Files (API) permissions](/v1/docs/permission-descriptions-for-users-and-groups#description-of-platform-permissions) or ask your Administrator for assistance. Follow these steps to view a file: 1. Hover over a file to see available actions. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/File Options - File Manager.png) 2. Click the **Preview** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Preview Icon.png) to preview the file. 3. Click the **Download** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Download Icon.png) to download the file to your computer. 4. Click the **Open** icon ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Open Icon(1).png) to open the file. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Cases - File Manager Details.png) 5. When viewing a supported file type, a preview of the file is displayed on the left. 6. The **Details** tab displays basic information about the file, including the ID, upload date, type, size, and uploader. 7. Click the **Comments** tab to add comments for the file. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Comments in a File.png) 8. Click the **Share** tab to share this file with other users. Select the users you want to share the file with. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Share in Files.png) 9. Click **Save**. The selected users will receive a [notification](/v1/docs/notifications) about the shared file. > [!NOTE] > Accessing Shared Files > > Files that have been shared with you are in [File Manager's **Shared With Me** folder](/v1/docs/files-shared-with-you#view-all-files-shared-with-you). 10. From the **Logs** tab view detailed history of when the file was uploaded and who modified it. ![](https://cdn.document360.io/2d311614-fcb7-4424-8b4c-d4d3091eebeb/Images/Documentation/Logs in File Manager.png)