Home and reports
Media (files and folders)
Your team's shared drive: upload files, organise them in folders, share them with colleagues, and attach them to tickets, clients and employees.
Contents: Who can use it · The Media page · Upload · Folders · Share · Trash and restore · Details drawer · Where files are stored · Attach from other pages · Example · FAQ
Who can use it
Everyone can use Media for their own files and the files shared with them. It is a work tool open to all roles.
Where: Home → Media.
The Media page
| Area | What it shows |
|---|---|
| My Drive | Your own files and folders |
| Shared with me | Files and folders others shared with you |
| 9bx Library | Files 9bx shares with every organization (empty at first: "Nothing in the 9bx Library yet") |
| Starred | Items you starred |
| Trash | Items you deleted |
| Filter by type: Images, Documents, Media | Quick filters in the sidebar and above the list (also Video) |
| Button / control | What it does |
|---|---|
| Upload files | Pick files from your computer |
| Upload folder | Upload a whole folder |
| New folder | Create a folder |
| Search files... | Search names; the top bar searches "files, folders, people" |
| Grid or list view | Switch the layout |
| Storage badge | Shows 9bx storage or Your server, see Where files are stored |
| Breadcrumbs | Click My Drive or a folder name to go up |
Select several items to get the bulk bar with Move and Trash.
Upload files
- Click Upload files (or Upload folder).
- Choose the Destination folder.
- Under Who can see these files? choose the visibility (see Share).
- Click Upload. You can Hide the window; uploads keep going.
Images, PDF, documents and video up to 2 GB each. If some fail you see "{n} of {m} file(s) could not be uploaded. Retry them below."
Create and organise folders
- Click New folder.
- Enter Folder name, choose Visibility and the Destination folder.
- Click Create folder. Use Edit Folder (from the item menu) to rename or change visibility.
Right-click an item (or open its menu) for Share, Rename, Move to..., Add to Starred, Move to trash. Move to... asks you to Select a folder.
Share a file or folder
- Open the item menu and choose Share.
- In Add people by name or SS-code... pick colleagues, and choose Editor or Viewer for each.
- Under General access choose Restricted (only people listed) or Anyone in the organization ("Can view and reuse this file").
- Click Done.
Sharing a folder cascades to everything inside it. People with access lists everyone, with the Owner first.
Star, trash and restore
| Action | How |
|---|---|
| Star | Add to Starred |
| Delete | Move to trash; it asks "Move selected items to trash?" |
| Restore | Open Trash, choose Restore |
| Delete forever | In Trash choose Permanently Delete (asks to confirm) |
File details
Open an item to see the Details drawer: Owner, Size, Stored on, Visibility (Org or Specific), Shared with and a Share button.
Image previews
The grid, the list and Select from Drive show a small preview of each photo, so a folder full of pictures opens quickly. The preview is made a few moments after the upload; until then the full image is shown. Opening a file shows it at full size.
Images you already looked at load from your browser for a few minutes instead of downloading again.
Opening or downloading a file is recorded in the activity log. Scrolling through the grid or list is not.
Where files are stored
The badge tells you: 9bx storage (kept by 9bx and counted toward your plan) or Your server (a server your organization connected, which does not count toward the plan). Choose and test this under Storage.
Attach files from other pages
Tickets, clients and employees use the same library through Select from Drive: the tabs My files, From library and Upload new, with a search box. Tick files and click Insert selected.
Example scenario
Imran uploads "Router setup guide.pdf" to a folder "Customer guides" and shares the folder as Viewer with the whole support team. Nusrat attaches the same file to a ticket through Select from Drive instead of uploading it again.
Tips
- Keep one folder per team and share the folder, not each file.
- Star the files you use daily.
- Use Anyone in the organization for company-wide policies.
Troubleshooting and FAQ
I deleted a file by mistake. Open Trash and click Restore.
A file will not upload. Check the size limit (2 GB), your connection, and your storage status; if storage is full ask an administrator.
I cannot share. Only the owner or an Editor can share.
"Couldn't load Drive". Reload; if it persists, ask an administrator to check Storage.