Overview

File Management in Alluvial allows project administrators to:

  • Organize and store project files in structured directories
  • Upload and manage documents, data, or media
  • Generate secure temporary links for external sharing

This feature is useful for tasks such as linking repository-stored data to a report or sharing resources across a project.

Getting Started

Access File Management

  1. Navigate to your project’s administration page.
  2. Click File Management to open the file management view.

File Management administration page

Core Concepts

Directories and Subdirectories

File Management organizes content into directories and subdirectories so files can be grouped in a predictable structure.

File-Level vs. Directory-Level Actions

Some actions apply to individual files, while others apply to entire directories. Directories can contain more files and subdirectories, while files represent the actual uploaded content.

Read Access Tokens

File Management can generate temporary access links through Read Access Tokens. These links are useful when you need to securely share or connect to project files outside the normal project navigation.

Common Tasks

Create a Directory

  1. Click CREATE NEW.

File Management Create New

  1. Complete the form. Ensure you have set Is Active to Yes if you want project members to be able to download any files associated with the file management resource. Then click either of the save options available.

File Management Form

Open an Existing Directory

  1. Use the ellipses (⁝) to open the file management options for that directory.

File Management Manage Or Modify

  1. Select Manage Files to start adding files and subdirectories.

File Management Manage Files

Add Files and Subdirectories

  1. Within the chosen directory, you can:
    • Add subdirectories
    • Upload files directly

File Management Create Dir Add File

  1. When uploading files:
    • Your system file explorer will open
    • Hold Ctrl (Windows) to select multiple files

File Management Select Files

  1. Before the final upload, you can cancel, remove, add more, or proceed.

File Management Select Files Clear Add Upload

  1. Once uploaded, files will be listed in the directory. These files will be available to download for all users with access.

File Management Uploaded Files

Use File Options

Each file has three available options:

  1. Read Access Token – Generate a temporary external access link to the file
  2. Download – Save a local copy
  3. Delete – Permanently remove the file

IMPORTANT: Subdirectories have all but the download option available.

Deleting File Management Resources

Before you can delete a directory in the File Management module, three things must be done:

  • All files must be deleted
  • All folders must be deleted
  • A Doc AI resource cannot be linked to the directory

File Management File Management Delete