Manage organisation files – upload and delete

Store documents that apply to an entire organisation – for example a procedural description of your reporting office, an internal policy or a works agreement. These files are attached to the organisation itself and are kept separate from the files of other organisations.

Prerequisites

• You are on an organisation's detail page, on the “Files” tab.
• To upload and delete files, you need the “edit” permission for the organisation.

View existing files

The “Files” tab shows a table of all files already uploaded for the organisation in the “Files” section.

Upload a new file

1. On the “Files” tab, click “New”. A side panel with the title “Files” opens.
2. In the upload area labelled “Files”, select one or more files or drag them into the area. Multiple upload is possible.
3. Click “Save”.

After saving, the message “The changes have been saved successfully.” appears and the file table is updated.

Delete a file

1. In the file table, select the files to be deleted using the checkboxes.
2. Confirm the delete action.

The message “The changes have been saved successfully.” confirms the deletion as well.

Practical tips

• Deleted files cannot be restored. If you only want to replace a file, upload the new version first and delete the old one afterwards.
• Meaningful file names including a version or date – for example Reporting-office-procedure_2026-03.pdf – keep the table readable even with many documents.
• Only store documents here that apply to the whole organisation. Material relating to a specific case belongs to that report, not to the organisation.